Worldwide Healthcare Trust: Finding Investment Opportunities
Edison | Nov 23, 2016 07:41AM ET
Worldwide Healthcare Trust Plc (LON:WWH) aims to generate long-term capital growth from investing in a portfolio of global healthcare stocks; a differentiating feature is the trust’s c 15% exposure to emerging markets. Following a change in mandate in 2010, WWH now invests in all sectors of the healthcare industry. Performance versus its benchmarks is particularly strong over three, five and 10 years. Sam Isaly has been lead manager since launch in 1995; he is co-founder of the world’s largest specialist healthcare investment company, OrbiMed Capital.
Investment strategy: Global healthcare investment
Manager Sam Isaly is part of a team of c 100 healthcare investment professionals at OrbiMed Capital; many have backgrounds in life sciences. From a potential universe of c 1,000 companies, a portfolio of c 70 stocks is selected following thorough fundamental research, focusing on a company’s product pipeline, financial strength and quality of management. Normally at least 60% of the portfolio will be invested in companies with a market cap greater than $5bn, with 20% in companies with a market cap of less than $5bn. Gearing of up to 20% of net assets is permitted and derivatives may be used to enhance returns and mitigate risk.
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