18 dec. 2021Takeda Pharmaceuticals - a value play with exposure to the "genomic revolution"A short summary of Takeda Takeda is operating in an attractive segment of the market (less common diseases) which is growing, and is...
10 sep. 202150% gross IRR (42% net) since formation last year; beaten markets indices with 15-16 percentage poinWe are happy to announce that we have by far exceeded our return targets during the last year and continue to perform significantly...
8 jan. 2021Convincingly strong start of fund with 27% return in just four monthsWe are happy to report a strong start of the fund, with 27% return in just four months, with half of our clients' capital invested. We...