We attended the 7th annual Morningstar Conference 2017 from Mar 15th to Mar 17th in Amsterdam.
This is one of the few non-healthcare conferences we participate in, aimed for PMs. The topics were diverse – from a broad approach to value investments, to uncovering value in EMs, overcoming behavioural biases on one end of the spectrum to the concept of Active shares and how they correlate to fund performance, the notion of how risk management as a concept starts with being risk savvy etc., on the other end.
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.