A complex and
constantly evolving sector

The healthcare sector is constantly evolving and is facing major challenges where a deep scientific understanding and strategic investments from both the private sector and society will be key.

Key sector drivers and characteristics:

Megatrends and technological advancements 

Rising standard of living

Healthcare accounts for a significant part of countries' GDP spend

Mergers and acquisitions as well as consolidation opportunities 

Sub-sector focus

At Rhenman & Partners we divide the sector into four sub-sectors: pharmaceuticals, biotech, medical technology and healthcare services. Our portfolio managers are specialists in one or two of these sub-sectors.

Pharmaceuticals

Companies with meaningful, effective treatments.

Biotech

Companies at the cutting edge of medical research and development.

Medical technology

Technology which is revolutionizing patient care.

Healthcare services

Services which help improve and make care more efficient, such as hospitals, distributors and insurance companies.

"Over the past decades we have seen several innovations within Medical Technology which have had life changing impact on patients, and we think there is real potential for many more."

Kaspar Hållsten

Portfolio Manager
EN