Polar Capital Global Healthcare - Update from QuotedData
15th November 2024
Vital signs are good
Polar Capital Global Healthcare (PCGH) continues to make progress, delivering impressive outperformance of its benchmark the MSCI All Countries World Healthcare Index, as the table on page 3 shows, and benefitting from a narrowing of its discount as more investors embrace the story. PCGH's managers believe that the healthcare sector's fundamentals (factors believed to contribute to the core value or overall worth of a business) are good enough to underpin the growth story for the foreseeable future.
Since we last published, the managers have substantially reshaped the portfolio to take advantage of the themes that continue to drive its long-term growth. These include innovative new therapies, higher patient numbers, and the continued ageing of the global population, which is associated with an increase in chronic disease. The managers say that these growth drivers are accompanied by attractive valuations.
Full Research:
https://quoteddata.com/research/polar-capital-global-healthcare-vital-signs-are-good-qd/
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NB: Marten & Co was paid to produce this note on Polar Capital Global Healthcare Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
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