Disclaimer
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Bellevue Healthcare. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
Podcast series
In this episode of the Kepler Trust Intelligence Podcast, we speak to Paul Major, Portfolio Manager of Bellevue Healthcare.
Valuations have fallen almost across the board so far this year. In some instances this looks likely to be justified. Inflation and rising interest rates were always likely to put downward pressure on some of the higher valuations we’d seen over the past couple of years.
But those sales also haven’t been particularly discriminating, meaning lots of firms have arguably seen share price declines that don’t fit with their ‘true’ worth.
Chaotic as everything may be at the moment, that’s the sort of dynamic which should present opportunities to active managers.
Portfolio Manager Paul Major joined us to discuss how the Bellevue Healthcare are looking to take advantage of recent volatility, in what he says is likely to be remembered as a historic buy opportunity for investors.
