- Advertisement -
- Advertisement -

Related

Rhenmans segertåg fortsätter

Industry Report

- Advertisement -

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 

 

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

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.

Latest Articles

Formue Highlights Private Credit’s Role in New Economic Era

Nordic wealth manager Formue has long prided itself on delivering institutional-grade investment solutions to high-net-worth individuals. As global economic conditions shift, Formue sees an important role...

Chelonia Select Builds on Solid 2024

Stock-picking hedge fund Chelonia Select is off to a strong start in 2025 with an 8.3 percent gain through the end of May, building...

CABA Capital Expands the Flex Series

Danish fixed-income boutique CABA Capital has launched the third vintage of its leveraged, closed-end fixed income strategy: CABA Flex3. The fund aims to deliver...

Aegon AM Launches Capital Call Finance Fund

Aegon Asset Management has launched the Aegon Capital Call Finance Fund, providing institutional investors with access to the capital call finance market – a...

Evli’s Co-Investment Strategy: Opening the Door to Direct Private Equity Deals

Co-investing alongside private equity funds has become increasingly important for institutional investors seeking greater control, reduced fees, and selective deal exposure. Once reserved for...

From Loans to Layers: Navigating the CLO Capital Stack

Collateralized Loan Obligations (CLOs) play an important role in credit markets by bridging the capital needs of corporate borrowers with the return objectives of...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.