High-performing healthcare specialist Rhenman targets rapid sector growth
Fri Sep 21, 2012
The Rhenman Healthcare Equity Long/Short Fund is itself in rude health, with a robust three-year track record and with plans to capitalise on what long-running specialist and former Carnegie man Henrik Rhenman believes will be a five-year period of aggressive expansion within the health sector
Having posted three strong years of performance while many
others in the equity markets have struggled to keep their heads
above water, healthcare specialist Henrik Rhenman is expecting
things to get even better for his sector and - by extension -
for his long-biased hedge fund strategy.
Nordström, Carl Grevelius, Henrik Rhenman
Rhenman, a veteran of Carnegie Asset Management and the
founding manager of that firm's extremely successful healthcare
sector equities fund, established Stockholm-based Rhenman &
Partners in 2008 and launched the Rhenman Healthcare Equity
Long/Short Fund the following year.
Since then, the fund has produced an annualised return of
almost 16% for its investors, providing balanced exposure to
various global healthcare sub-sectors and combining a long-term
investment process with dynamic short-term position
The healthcare sector accounts for around 10% of total
global market cap, giving it the scope and breadth as an
industry to provide plenty of opportunities for...
ISSN: 2151-1845 / CDC10004H
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