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 […]
Monthly comment (Jan 2026): A relatively weak month as momentum shifted elsewhere
As investors rotated to other sectors, healthcare had a relatively weak month. The continued US dollar sell-off further impacted the healthcare sector. Managed care was especially pressured by a potential lower-than-expected reimbursement rate notice from the Centres for Medicare and Medicaid Services (CMS). The fund had a negative monthly performance, with pharmaceuticals and managed care […]
Monthly comment (December 2025): The healthcare sector retreated
The healthcare sector retreated in December following three months of strong performance. The fund delivered a negative return for the month. While pharmaceuticals contributed positively, other subsectors weighed on overall performance. For the full year, the fund gained 7 percent in EUR and 21 percent in USD. This discrepancy highlights the significant impact of the […]
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 […]