Editor Stuart Fieldhouse talks to Paul Major, Investment Manager of FTSE 250-listed, GBP 700m Bellevue Healthcare Trust (LON:BBH).
Healthcare remains one of the sectors of prime interest to us, so it was great to have Paul Major on our Investing, Markets and Money podcast. We had a lengthy discussion, including the role of technology in the healthcare sector, the expansion of private healthcare globally and what is driving the performance of the sector.
Also up for review are the US and Asian healthcare markets and the future role of artificial intelligence companies. We spend time looking at other key trends that will affect healthcare companies like the obesity epidemic in the developed world and the role of preventive medicine.
Bellevue Healthcare Trust is a high conviction, long-only investment trust that invests in the global healthcare sector. It has a very flexible mandate when it comes to the size and location of the companies it invests with. It has a maximum of 35 holdings. The trust aims to beat the total return of the MSCI World Healthcare Index in sterling terms on a rolling three year period.
