Medical Strategy is one of Europe's leading independent healthcare investment managers. The company focuses exclusively on managing and advising healthcare equity portfolios as part of its core competency.
Our team continuously analyzes and tracks listed companies in all relevant investment segments of the healthcare sector, such as pharmaceuticals, emerging pharmaceuticals, biotechnology, healthcare services, medical technology and generics. There is a traditional focus on innovative biotechnology and healthcare services.
A particular focus is on smaller, as yet undiscovered values. These companies are often characterized by the fact that their products are close to market launch or are new to the market. These companies offer investors high growth potential, as it is predominantly these so-called small and midcaps that develop new groundbreaking therapeutic approaches and thus shape the future of the "health" megatrend.
This information base is constantly expanded through in-house research and external special research. Over 900 companies are currently systematically documented in our in-house database.
The investment philosophy is based on strict fundamental stock selection with a focus on companies in those segments of the healthcare sector that are expected to achieve above-average growth.
Small and medium-sized biotech companies are developing the therapies of tomorrow.
The analysis of the companies is based on qualitative aspects and medical-scientific aspects. Under further consideration of the valuation levels.