Founded in 2008, Rhenman & Partners Asset Management is a Stockholm-based asset manager focusing on managing the portfolio of a niche fund that is registered in Luxembourg: Rhenman Healthcare Equity L/S (RHE L/S), launched in 2009. The fund is managed by FundRock Management Company SA., who have commissioned Rhenman & Partners Asset Management to manage the fund's portfolio. Read more >

Rhenman Healthcare Equity L/S is celebrating its 10-year anniversary, and the fund’s two portfolio managers talk about the fund’s strategy, focus and expectations. The fund has returned an average of +20 % per annum during the 10 years RHE L/S has been active. Susanna highlights four areas that explain this success. Henrik shares his thoughts on the future of the healthcare sector and what to expect from the fund in the coming years.

For several decades, the healthcare sector has accounted for a rising share of the world’s GDP. In the US, the share has risen to 19%. In the OECD countries, the average is 12%. In emerging markets, such as China and India, shares of GDP are rising quickly, which means there is great potential. Read more >