Capital at risk: The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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Investment Objective
The Company’s investment objective is to generate capital growth by investing in a global portfolio of healthcare stocks across all four healthcare sub-sectors.
Why invest in Healthcare?
We believe Healthcare is a long-term, secular growth sector as ageing populations in developed and emerging countries worldwide drive the demand and need for increased healthcare provision. The political conundrum is how to develop and deliver better healthcare to more people for less money. Healthcare companies with products or services that deliver demonstrable value and drive efficiency are well-placed for future growth with six key drivers propelling the sector. In addition to a robust, long-term growth outlook for the sector in contrast to many areas of the market currently, valuations across the sector are compelling and healthcare fundamentals remain strong, with the consumption of products and utilisation of services accelerating.
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Management Team
James Douglas - Fund Manager
James joined Polar Capital in September 2015 and is a Fund Manager for the Healthcare team. He was appointed co-manager for the Polar Capital Global Healthcare Trust in August 2019. Prior to joining Polar Capital, James worked in equity sales specialising in global healthcare at Morgan Stanley, RBS and HSBC. James also has equity research experience garnered from his time at UBS, where he worked as an analyst in the European pharmaceutical and biotechnology team. Before moving across to the financial sector, he worked as a consultant for EvaluatePharma.
Gareth Powell - Head of Healthcare
Gareth joined Polar Capital in 2007 to set up the Healthcare team. Prior to Polar Capital, Gareth worked at Framlington, where he began his career in investment management in 1999. Soon afterwards, he joined the Healthcare Team in 2001 and helped launch the Framlington Biotech Fund, which he managed from 2004 until his departure. Gareth studied biochemistry at Oxford, during which time he worked at Yamanouchi, a leading Japanese pharmaceutical company (later to become Astellas). As well as this, Gareth worked for the Oxford Business School and various academic laboratories including the Sir William Dunn School of Pathology and the Wolfson Institute for Biomedical Research.
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