October 2021
Fund Research
International Biotechnology

IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
Features
Things can only get better (and they will)

The team at BB Healthcare see brighter days ahead despite the best efforts of a sensationalist media to make it feel like doomsday…
September 2021
Fund Research
BB Healthcare

“Rarely better exposed to higher quality or more transformational science”...
July 2021
Opinion
How are the mighty fallen

Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
June 2021
Features
The long (and short) of future healthcare

We examine the implications of demographic change for investors...
May 2021
Fund Research
International Biotechnology

IBT has had a change of management - but no change of strategy…
April 2021
Strategy
Paging Dr Alpha

The pandemic has boosted secular growth drivers behind healthcare as an investment theme...
March 2021
Fund Research
Syncona

Syncona is a unique vehicle offering exposure to high growth, although not without risks...
Events
Spring Conference '21

Audio and presentations from 21 of the UK’s leading investment trust managers…
Replay
Slides and Audio: International Biotechnology Trust

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
Replay
Slides and Audio: BB Healthcare Trust

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
News
Results analysis: BB Healthcare Trust

After another set of strong results, we look at how BBH has positioned itself for another year of outperformance…

02 March 2021
February 2021
Fund Research
BB Healthcare

BBH is a potentially interesting addition to growth portfolios and for investors looking for income.
January 2021
Fund Research
International Biotechnology

IBT offers a differentiated way to access strong growth prospects at an undemanding valuation...
September 2020
Replay
Slides and Audio: International Biotechnology

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
July 2020
Strategy
The next big thing: two mega-trends that everyone should own

Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
Fund Research
International Biotechnology

IBT offers a differentiated exposure to a secular growth theme complemented by a solid yield…
June 2020
Fund Research
BB Healthcare

BBH has a differentiated approach to a secular-growth theme...
December 2019
Fund Research
International Biotechnology

A highly experienced management team and a flexible portfolio of quoted and unquoted biotechnology stocks, with a yield target of 4% of NAV...
May 2019
Fund Research
International Biotechnology

We discuss the opportunity as biotech stocks trade at record low valuations, despite strong prospects for the sector...
October 2018
Fund Research
International Biotechnology

Five years on from the appointment of a new manager, this US-focused biotech trust has seen its fortunes transformed...
March 2018
Fund Research
International Biotechnology

A well-resourced biotechnology fund that has produced annualised returns of +18% under the current manager, offering a yield of 4%...
September 2017
Fund Research
International Biotechnology

Proven alpha generation from a strong management team, low correlation to mainstream equities, and a yield of 4%...
November 2016
Fund Research
International Biotechnology
Fund Research
Biotech Growth

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