Investment strategy

Our approach Investment process

Our formula for success

Medical Strategy is a portfolio manager specializing in investments in companies in the healthcare sector. The particular objective is to identify innovations in the healthcare sector at an early stage and to achieve long-term above-average results for investors by investing in low-valued growth companies. Our team continuously analyzes and tracks listed companies in all relevant investment segments of the healthcare sector. A particular focus is on smaller, as yet undiscovered biotechnology stocks. After all, it is these small and medium-sized companies that develop the groundbreaking therapies of tomorrow.

 

 

Innovative Small & Mid Caps

Participate in the innovative power and dynamics of small and medium-sized biotechnology and pharmaceutical companies.

Scientific approach

Medical Strategy's approach is based on thorough fundamental analysis and a systematic investment process.

Strategic

As active asset managers, we specifically seek return opportunities in the continuously growing healthcare market.

Investment process

  • 01
    Internal research
    Scientific approach
    Understanding of complex medical contexts
    • Company contacts
    • Annual reports
    • Investment Conferences
    • Scientific congresses & publications
    • Expert Opinion (Scientific Advisory Board: Prof. Dr. med. Peter Hohenberger, Prof. Dr. med. Manfred Weber, Prof. Dr. med. Thomas Zeller)
  • 02
    External research
    Specialized broker
    Cooperation with specialized international investment banks and analysis houses
    • Specialized brokers in the healthcare and biotechnology sector 
    • Intensive personal exchange
  • 03
    In-house database
    Internal data collection
    fully comprehensive documentation and decision-making systems
    • ~ 900 companies

    • Development status, patents, competition, financial parameters.

    • A highly event-driven industry demands systemic data analysis

  • 04
    Sustainability
    Sustainability
    Our contribution to UN Environment Goal No. 3 "Health & Well-being".
    • Consistent exclusion of companies with serious violations of the environment, human rights and business ethics
    • Cooperation with a leading global ESG data provider: Sustainalytics®.
  • 05
    Data model
    Proprietary valuation model
    strict investment criteria
    • Sales multiple valuation: Based on sales and price estimates from database.
    • Consideration of the degree of innovation (multiples of 3x-6x)
  • 06
    Portfolio
    Portfolio construction
    above-average risk diversification
    • ~100 - 150 companies
    • Weighting (from 0.25% to 5%) according to risk profile, liquidity, company size
  • Scientific approach
    Understanding of complex medical contexts
    • Company contacts
    • Annual reports
    • Investment Conferences
    • Scientific congresses & publications
    • Expert Opinion (Scientific Advisory Board: Prof. Dr. med. Peter Hohenberger, Prof. Dr. med. Manfred Weber, Prof. Dr. med. Thomas Zeller)
  • Specialized broker
    Cooperation with specialized international investment banks and analysis houses
    • Specialized brokers in the healthcare and biotechnology sector 
    • Intensive personal exchange
  • Internal data collection
    fully comprehensive documentation and decision-making systems
    • ~ 900 companies

    • Development status, patents, competition, financial parameters.

    • A highly event-driven industry demands systemic data analysis

  • Sustainability
    Our contribution to UN Environment Goal No. 3 "Health & Well-being".
    • Consistent exclusion of companies with serious violations of the environment, human rights and business ethics
    • Cooperation with a leading global ESG data provider: Sustainalytics®.
  • Proprietary valuation model
    strict investment criteria
    • Sales multiple valuation: Based on sales and price estimates from database.
    • Consideration of the degree of innovation (multiples of 3x-6x)
  • Portfolio construction
    above-average risk diversification
    • ~100 - 150 companies
    • Weighting (from 0.25% to 5%) according to risk profile, liquidity, company size