Bellevue Healthcare Trust portfolio update

Bellevue Healthcare Trust PLC

24 April 2023

 

Bellevue Healthcare Trust have launched new video content with Doceo.

Bellevue Healthcare Trust intends to invest in a concentrated portfolio of listed or quoted equities in the global healthcare industry. The investable universe for the fund is the global healthcare industry including companies within industries such as pharmaceuticals, biotechnology, medical devices and equipment, healthcare insurers and facility operators, information technology (where the product or service supports, supplies or services the delivery of healthcare), drug retail, consumer healthcare and distribution.

The Bellevue Healthcare Trust has concentrated its holdings in recent months, but the turnover remains particularly low relative to the trust's history. Paul Major explains that the stark valuation disconnect in markets has reaffirmed the managers' belief that the holdings are compelling, and that the trust remains well placed to benefit from a normalisation in markets. Paul highlights a core holding, Sarepta Therapeutics, as a company at the forefront of gene therapy making headway in the healthcare space.

 For further information on Doceo please visit www.doceo.tv or contact the team on [e-mail]

 

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