Investment team

The aim of the fund is to generate an average annual return of at least 12%, which places high demands on the knowledge and experience of the Investment Team.

 

OUR INVESTMENT TEAM MEMBERS HAVE LONG EXPERIENCE…

Henrik Rhenman and Susanna Urdmark are responsible for the portfolio management. Henrik is a biochemist by training and has over 30 years of asset management experience within the healthcare sector, based both in Sweden and the US. The tremendous success of the fund depends largely on his skills and the unique approach he has developed. Susanna Urdmark has a B.Sc., with over 20 years of experience in the sector.

 

…AND A UNIQUE WAY OF WORKING

A major contributing factor to the fund’s outstanding success is the collaboration between the Investment Taam and our Scientific Advisory Board. Professor Sten Nilsson is the Board’s chairman, and its members are well-established, practising medical experts with an extensive network of researchers and specialists worldwide. Access to the members’ medical expertise gives the Investment Team unique insights and understanding of such areas as clinical trials, new drugs, new technologies and methods of treatments, and thus provides an invaluable basis for their investment decisions.

This highly successful approach was first established by Henrik Rhenman during the late 90’s when he started a global healthcare fund for his employer. During his ten-year tenure as Chief Investment Officer between 1998 and 2008, the fund increased in value by 799% (in USD). It thus became the world’s best pharmaceutical fund (according to Bloomberg’s database). During the same period a global index rose by only 40%.

 

INVESTMENT TEAM

 

  • HENRIK RHENMAN

    HENRIK RHENMAN

    Director

    Over 20 years of experience in portfolio management

    1999–2008 Founder & CIO, Carnegie Healthcare Funds, Carnegie Investment Bank

    1997–1999 Managing Director, Portfolio Manager, SG Cowen, Boston

    1991–1997 Portfolio Manager, SEB Pharmaceutical Fund

    1988–1991 Chief Analyst, Hagströmer & Qviberg

    1978–1988 Pharmacia, Alfa-Laval

    Education: Biochemist, Royal Institute of Technology, B.Sc. Stockholm School of Economics

     

  • SUSANNA URDMARK

    PORTFOLIO MANAGER (RHE L/S)

    Employed at Rhenman & Partners since: 2017
    Over 20 years of experience in the sector

    2007–2017  CFO, Bluefish Pharmaceuticals

    2005–2007 Portfolio Manager, Handelsbanken Asset Management

    2001-2005 Sector Analyst, Handelsbanken Capital Markets

    1996-1998 Sector Analyst, Carnegie

    Education: B.Sc. Stockholm School of Economics