Rhenman & Partners to change service providers
Effective from May 1, 2026, One Fund Management S.A. will take over as the management company and global distributor for the Rhenman & Partners Fund (the “Fund”), replacing FundRock Management Company S.A. and FundRock Distribution S.A respectively. At the same time, Citco Fund Services Luxembourg S.A. will become the new administrator, succeeding UI efa S.A. […]
Rhenman & Partners byter tjänsteleverantörer
Från och med den 1 maj 2026 kommer One Fund Management S.A. att ta över som fondbolag och global distributör för Rhenman & Partners Fund (”Fonden”), och ersätter därmed FundRock Management Company S.A. respektive FundRock Distribution S.A. Samtidigt blir Citco Fund Services Luxembourg S.A. ny administratör och efterträder UI efa S.A. Vad innebär detta? Prospektet […]
Anders Rodebjer joins the Rhenman & Partners’ board
Rhenman & Partners’ board welcomes Anders Rodebjer, a financial industry veteran. He is one of the founders of the corporate finance firm HDR Partners, where he worked for 20 years. Prior to that, he spent 13 years as an investment banker at Carnegie Investment Bank. Anders was also part of an external investor group that […]
Anders Rodebjer ansluter till Rhenman & Partners styrelse
Rhenman & Partners styrelse får ytterligare förstärkning genom Anders Rodebjers tillträde. Anders har en lång bakgrund inom finansbranschen. Han är en av grundarna bakom corporate finance-bolaget HDR Partners där han var verksam i 20 år. Innan dess spenderade han 13 år som investment banker på Carnegie Investment Bank. Anders var även del av en extern […]
Monthly comment (Feb 2026): Strong start to the earnings season
Large-cap pharmaceutical companies performed strongly during the month, driven by solid earnings and the continued momentum for value stocks. Growth stocks underperformed, particularly medical technology and companies perceived as AI losers. M&A activity continued within the biotechnology sector, with the fund benefiting from the acquisition of Arcellx. In the near term, focus shifts from micro […]
Kjell Norling joins the board of Rhenman & Partners
Kjell Norling, former CEO of PP Pension, has been appointed to the board of Rhenman & Partners. Kjell brings extensive experience from the financial sector, having held several senior roles in asset management. Additionally, he possesses significant expertise in distribution-related matters. Kjell has previously been Director at KPMG, Head of Global Fund Distribution at SEB […]
Kjell Norling ny ledamot i Rhenman & Partners styrelse
Kjell Norling, tidigare VD för PP Pension, ansluter till Rhenman & Partners styrelse. Kjell har en lång och bred bakgrund inom finanssektorn med erfarenhet av asset management i ledande positioner. Kjell har dessutom en gedigen erfarenhet av distributionsfrågor. Bland tidigare roller återfinns Director vid KPMG, Head of Global Fund Distribution hos SEB Asset Management […]
Rhenman & Partners reflektion: Hälsovårdssektorn 2025 och framåt
2025 var ett år präglat av två tydliga halvor för hälsovårdssektorn. Under första halvåret låg fokus på politisk osäkerhet och svag finansieringsmiljö inom bioteknik. Under andra halvåret minskade den politiska osäkerheten samtidigt som finansieringsmiljön förbättrades. Därmed flyttades marknadens uppmärksamhet till de starka fundamenta som präglar sektorn. Rhenman Healthcare Equity L/S avslutade 2025 med en positiv […]
Healthcare sector 2025 review and outlook
2025 was a year defined by two distinct narratives for the healthcare sector. During the first half of the year, attention was heavily focused on political uncertainty and weak biotech funding. In contrast, the second half of the year saw decreased political uncertainty and a better funding environment. With the market shifting focus to the […]