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Rhenmans segertåg fortsätter

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Stockholm (HedgeNordic.com) – Rhenman & Partners hedgefond, Rhenman Healthcare Equity L/S, har återigen visat framfötterna. Efter ett osedvanligt starkt fjolår där fonden steg med dryga 55%, har 2014 visat på fortsatta framgångar. Under augusti månad steg fonden 7,45% vilket tar avkastningen för helåret till 20,27%. Fonden har två år i rad utnämnts till bästa aktiehedgefond vid Nordic Hedge Awards.

I sitt månadsbrev skriver förvaltaren att klimatet inom biotech-sektorn gynnades kraftigt av att läkemedelbolaget Roche lade ett bud på Intermune under månaden. Fondens innehav i Intermune var dock försumbart och istället gynnades fondens utveckling av innehav i Salix (uppköpssekulationer samt förhoppningar utökade godkännanden för läkemedlen Xifaxan och Relistor), Gilead (fortsatt extremt starka försäljningssiffror för hepatit C läkemedlet Sovaldi och förhoppningar om ökad acceptans för preparatet utanför USA) samt Biomarin (som anses vara en uppköpskandidat som inte hängt med utvecklingen för biotech bolag). Bland negativa resultatbidrag märktes innehav som Meda (svaga resultat), Thoratec (svaga resultat) samt Revance (oro för krav på ökad dokumentation vad avser deras botox liknande produkter).

Förvaltaren har en fortsatt positiv syn på fonden för helåret trots fortsatt geopolitisk oro.

Bild: (c) ollyy—shutterstock.com 

 

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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