Monthly comment (August 2025): A possible rebound?
Following a period of significant underperformance as compared to the broader market, the healthcare sector delivered a positive performance in August, ending the month as the second-best sector in the S&P 500 index. The fund had a strong month, with all sub-sectors, apart from medtech, contributing to the performance. Services was the strongest sub-sector. Despite […]
Summer Series summary: Healthcare – why now?
Past performance is no guarantee of future returns. During the first half of 2025 healthcare sector sentiment has been negatively affected by uncertainty around tariffs and trade policy, fiscal negotiations, and recent healthcare reforms in the US. Behind this though lies a thriving sector marked by tremendous levels of innovation and a steady stream […]
Monthly comment (July 2025): A paradoxical situation
Equity markets had a positive reaction to the announcement regarding tariffs. The White House’s news regarding international drug pricing (MFN) at the end of the month however weighed on the healthcare sector. Despite improved clarity around trade, the fund had a weak month, primarily due to the announcement regarding MFN. The details of this […]
Monthly comment (May 25): Another month overshadowed by worries over tariffs and trade barriers
Summary Like last month, May was overshadowed by worries over tariffs and trade barriers. The simultaneous debates surrounding the budget, drug prices as well as tariffs resulted in too much uncertainty for many healthcare investors, despite the low valuations. As a result, the healthcare sector underperformed the world index by 9 percent (in US dollar). […]
Monthly comment (Apr 25): Healthcare sector impacted by political uncertainty
Monthly comment April was dominated by renewed US-China trade tensions. On April 2nd, the US announced a 10 percent global tariff on all imports into the US, alongside steep ”reciprocal tariffs” of up to 145 percent specifically targeting imports from China. The average tariff rate on imports to the US thus reached its highest level […]
Susanna Urdmark inkluderad i The Hedge Fund Journals ”50 Leading Women in Hedge Funds 2021”
Vi på Rhenman & Partners är väldigt stolta och glada att se Susanna Urdmark inkluderad i The Hedge Fund Journals ”50 Leading Women in Hedge Funds 2021”. Det är ett fantastiskt erkännande av hennes kompetens, dedikation och mångåriga fokus på hälso- och sjukvårdssektorn. Stort grattis Susanna och alla andra nominerade! https://thehedgefundjournal.com/50-leading-women-in-hedge-funds-2021/
Specialist managers in a favourable position
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RHE L/S vinnare av Hedgeweek European Awards 2021: Best Global Equity Hedge Fund
Europeiska institutionella investerare, high net worth individuals, placeringsrådgivare, fondförvaltare och prime brokers har röstat fram fonden Rhenman Healthcare Equity L/S till vinnare av Hedgeweek European Awards 2021 i kategorin ”Best Global Equity Hedge Fund”. Omröstningen genomfördes efter en nomineringsprocess där facktidskriften Hedgeweek tillsammans med Bloomberg valt ut de bäst presterande europeiska hedgefonderna. Totalt deltog […]
Rhenman: Orosmoln och hopp-Artikel i Placera
Historiskt brukar det vara oro kring hälsovårdssektorn när det drar ihop sig till amerikanskt presidentval. Men på kort sikt finns det andra orosmoln, säger Henrik Rhenman medgrundare och huvudansvarig portföljförvaltare av sektorhedgefonden Rhenman Healthcare Equity L/S. Läs hela artikeln