In the growth market of health care, we focus on companies that are not threatened by patent expiries and the associated loss of sales, but instead have high value creation potential thanks to their innovative strength. To a large extent, these are also smaller and medium-sized companies (small and mid caps) whose potential has not yet been discovered by the market. Thus, the investments are not oriented to the broad mass and thus to an index, but always on the basis of an individual and careful analysis of each company within this future-oriented industry.
We analyze biotechnology stocks according to qualitative aspects and medical-scientific aspects with further consideration of the valuation level. Shares of companies that are at the beginning of their growth cycle and have above-average value growth potential are considered for investment.
Health is becoming increasingly important on the societal and eco- nomic value scale. The healthcare market enables investors to invest in innovations in the sector, such as biotechnology, medical technology, digital health or specialized services. In this way, they can support research on the one hand and participate in the growth potential on the other.