Bellevue Healthcare (BBH) was launched in late 2016. Paul Major of Bellevue has managed the trust since its inception with Brett Darke joining him in 2017 and they look for companies that can reform the delivery of healthcare services, both to improve patient outcomes and provide better value for money. BBH runs a concentrated portfolio of around 30 to 40 holdings but its tilt towards small- and mid-cap stocks plus a cautious view on the benefits of GLP-1 obesity drugs have resulted in weak returns of late. After trading at a premium in its early years and seeing its share count nearly quadrup...
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Stuart qualified as a chartered accountant before moving into journalism and has 20 years of experience of owning and writing about investment trusts from an independent standpoint. He is now producing regular fund profiles for the Money Makers circle. This post originally appeared on his blog but it has been added to our archive to build up our library of content.
BB Healthcare Trust has a slightly different approach to healthcare investment, focusing on companies that are looking to improve the underlying process of keeping us all fit and well. It's a theme that will strike a chord will man...
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