PIWORLD Investor Podcasts Polar Capital Global Healthcare Trust (PCGH) Mello London November 2019
By Gareth Powell, Co-Head healthcare team.
Gareth presents an overview of the healthcare sector including innovations, the political landscape in the US and the fund.
Introduction – 00:18
Why Healthcare? - 00:50
Immuno-oncology - 00:11
AstraZeneca - 02:24
Targeted Oncology - 03:37
Loxo Oncology - 04:05
Robots - 04:25
Stryker – 05:29
Why invest in Healthcare? - 05:31
Historical sector performance - 05:38
Sentiment & flows - 06:39
US politics & landscape - 07:11
Healthcare is being disrupted - 10:35
Innovation - 11:20
Diabetes management example - 11:52
Why Polar Capital? - 15:13
The team - 15:43
Products - 15:46
Q&A 16:32
Polar Capital Global Healthcare Trust plc, formerly Polar Capital Global Healthcare Growth and Income Trust plc, is a United Kingdom-based investment trust company. The Company's investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks. The Company seeks to achieve its objective by investing in a diversified global portfolio, consisting primarily of listed equities issued by healthcare companies involved in pharmaceuticals, healthcare services, medical technology and biotechnology. The portfolio is diversified by geographic location and size of investee companies. The Company’s investment manager is Polar Capital LLP.