Our Core Strategies

For good or bad, the headlines came from the US. While the function of the social network is being questioned and reviewed, the long-term outlook does not change—users and corporations will make use of media facilities more than ever. With the Senate and the White House now under Democratic control, investors found renewed optimism in the prospect of a further, Democratic-led, much-needed fiscal stimulus. This reinforces our positive stand on equities, in particular on small caps, which should benefit from consumer support.

Healthcare Technology Many analysts with a following expect Healthcare to be strong in 2021. While legacy healthcare sector companies are predominately “Value,” new entrants are by definition “Growth.” We strongly believe that these companies will continue to lead the way across the entire sector well beyond 2021. Recent developments suggest that healthcare technology companies will make ever-increasing use of machine learning (i.e., artificial intelligence), cloud computing, and Big Data. As with other industry activities, the impact of pandemic stay-at-home orders has catapulted some little-known companies into the spotlight. For example, companies specializing in chemical simulation software can help scientists discover new molecular compounds much more quickly than in the past. Although many of these technologies were available in the past, their actual use has burgeoned during the pandemic. Healthcare deals in the air In 2020, M&A activity in the healthcare sector was below average; one can expect that 2021 will display some catch-up effects. In fact, reputable investors have begun to express a growing interest in the sector. As of the end of 2020, there are approximately 100 Special-Purpose Acquisition Companies (SPAC) that have a purse of USD 100 billion standing by with the aim of seeking M&A opportunities. Get the analyses of the companies involved here.