We attended the 40th annual Goldman Sachs Healthcare Conference 2019 from June 11th to 13th in Los Angeles.
We felt the mood among executives and fellow investors was good. Probably less enthusiastic compared to prior years but still reasonably good given political uncertainties. The conference in general reassured us in our market thesis and individual investment cases.
Happy Birthday! Our Kieger Impact Healthcare Fund is turning 1! On this occasion, we are proud to share our Kieger AG Impact Healthcare Report, where we highlight the progress achieved during the past year and reflect on what have been unparalleled times.
“Sell in May and go away, but remember to come back in September” ... or perhaps October? Most stock markets reached new highs in early September, with economies have seemingly finally put the pandemic behind. At such a "cruising altitude," small turbulences can lead to serious corrections – and the month certainly offered plenty.