reports
- James Carthew
Polar Capital Global Financials – Cheap and cheerful
After a couple of years where the global financials sector has been outperforming global equities, the managers of Polar Capital Global Financials Trust (PCFT) remain just as upbeat about the outlook for the sector as they were last May, when we last wrote on the trust. The managers observe that this is a sector that many investors neglect or underweight. However, even after the recent run of good returns, financials trade on the lowest valuations relative to other sectors and are still exper...
Polar Capital Global Healthcare Growth & Income Trust: 1 director
A director at Polar Capital Global Healthcare Growth & Income Trust maiden bought 10,000 shares at 423p and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's...
- James Carthew
Polar Capital Global Healthcare – Decision time
Shareholders in Polar Capital Global Healthcare (PCGH) are being asked to approve changes aimed at improving the trust’s future prospects. These include lower fees, a better structure, and regular five-yearly opportunities for all investors to exit. There is also an immediate exit option. Investors must decide whether to stay invested. However, with PCGH trading close to its asset value, those wanting to sell have already had the chance to do so in the market. We believe now is not the time t...
Polar Capital Global Healthcare – Recovery play
When we last published on Polar Capital Global Healthcare (PCGH), President Trump had just been elected, and while there were some nerves about Robert F. Kennedy Jr (RFK) being linked to the top job in the US health system, the mood was reasonably upbeat. The managers observed that the sector’s fundamentals (underlying financial and operational health of the sector, such as revenue growth and profitability) were strong, stocks looked cheap, and cautioned against worrying about the impact of poli...
- James Carthew
Polar Capital Global Healthcare – Healthy returns and a rosy outlook
Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ high-conviction approach and good stock-picking skills have helped it navigate a period of relative underperformance by the healthcare sector. The managers feel that the sector is overdue a re-rating. PCGH’s managers point to the long-term secular trends that are driving growing demand for healthcare. Higher utilisation is fuelling revenue growth and en...
- James Carthew
Polar Capital Global Healthcare – Healthy returns and a rosy outlook
Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ feel that their high-conviction approach and stock-picking skills have helped the trust navigate a period of relative underperformance by the healthcare sector. The managers believe that the sector is overdue a re-rating. PCGH’s managers point to the long-term secular trends that are driving growing demand for healthcare. They say that higher utilisatio...
- Sarah Godfrey
Adapting to a new global healthcare landscape
Polar Capital Global Healthcare Growth & Income Trust (PCGH) was set up in 2010 with a fixed life of seven years. In advance of the expected wind-up at the early 2018 AGM, the trust is proposing a seven-year extension, changing the investment strategy to a growth mandate, and issuing zero dividend preference shares (ZDPs) to introduce gearing for the first time. It is also giving existing shareholders the opportunity to tender up to 100% of their investment at NAV minus costs (expected to be c 0...
- James Carthew
Extended life, new objective
”‹Polar Capital Global Healthcare Growth and Income Trust (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by Daniel Mahony PhD of Polar Capital LLP (the manager), PCGH is proposing to extend its life to 1 March 2025 and is adopting a new investment objective, aiming to generate capital growth, by investing in a global portfolio of healthcare stocks across all healthcare sub-sectors.
Extended life, new objective
”‹Polar Capital Global Healthcare Growth and Income Trust (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by Daniel Mahony PhD of Polar Capital LLP (the manager), PCGH is proposing to extend its life to 1 March 2025 and is adopting a new investment objective, aiming to generate capital growth, by investing in a global portfolio of healthcare stocks across all healthcare sub-sectors.
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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