Tareno Health­care Fund: Active Invest­ment Strate­gies in the Global Health­care Sector

The health­care sector is one of the most dynamic and resilient markets in the world. With the Tareno Health­care Funds, you invest in compa­nies that benefit from long-term demogra­phic, techno­lo­gical, and social trends.
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Struc­tural Growth in the Health­care Sector

The health­care sector benefits from four key growth drivers: an aging popula­tion, rising life expec­tancy, changing lifestyles, and techno­lo­gical innova­tions. These trends are driving steadily growing demand for health­care services, pharmaceu­ti­cals, biotech­no­logy, and medical techno­logy.

Health­care is thus an invest­ment sector with long-term growth poten­tial and a defen­sive character. It is attrac­tive to investors who wish to combine stabi­lity with future-oriented themes.

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Why Investing in Health­care Makes Sense

Health­care is a funda­mental pillar of modern society, essen­tial for maintai­ning and impro­ving quality of life. Invest­ment in the sector is supported by strong struc­tural growth drivers, inclu­ding an ageing popula­tion, rising chronic diseases linked to lifestyle changes, and incre­a­sing health­care spending, parti­cu­larly in emerging markets. At the same time, innova­tion and digita­li­sa­tion are trans­forming the sector and creating new growth oppor­tu­ni­ties.

Two Comple­men­tary Health­care Strate­gies

Tareno offers access to two clearly distinct invest­ment strate­gies in the health­care sector. Both strate­gies are based on the same disci­plined invest­ment approach and the invest­ment team’s many years of exper­tise in the health­care sector. However, the invest­ment strate­gies differ in their focus.

Tareno Sustainable Health­care Fund

The Sustainable Health­care Strategy focuses on high-quality compa­nies with robust business models in the global health­care sector. The strategy centers on innova­tion, effici­ency, and sustainable growth in the health­care sector, comple­mented by consi­stent ESG integra­tion.

Tareno Impact Health­care Fund

The Impact Health­care Strategy focuses on compa­nies that make a measurable contri­bu­tion to impro­ving the health­care system. This includes, in parti­cular, solutions that improve access to health­care and preven­tion, as well as innova­tions aligned with UN Sustainable Develo­p­ment Goal, SDG 3.

Publi­ca­tions Tareno Health­care Funds

Here you will find the monthly fund report from Fund Manage­ment, as well as selected articles on the health­care sector. You will gain insights into market trends, current develo­p­ments, and the positio­ning of the two health­care strate­gies.

Subscribe to the Health­care Newsletter

Register for our newsletter and receive regular updates on the Tareno Health­care Funds directly by email. Benefit from the fund manage­ment team’s insights into market develo­p­ments, sector trends and the positio­ning of the two health­care strate­gies.

Our Health­care Invest­ment Team

Our health­care team has many years of experi­ence in stock selec­tion within the health­care sector. The combi­na­tion of sound invest­ment exper­tise and deep industry knowledge forms the founda­tion for a disci­plined and consi­stent invest­ment approach.

An experi­enced and diverse team brings together exper­tise from asset manage­ment, health­care, scien­tific research, and ESG and impact investing. This inter­di­sci­pli­nary approach enables a well-founded and holistic assess­ment of compa­nies in the global health­care sector.

Dr. Maria Specogna
Dr. Maria Specogna
Fund Manager
Raphael Oesch
Raphael Oesch
Fund Manager
Flavio Mancino
Flavio Mancino
Analyst
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Overview of ESG and Impact Documents

Sustaina­bi­lity conside­ra­tions are an integral part of our research-based invest­ment process and are supported by an exten­sive industry network. Both the Tareno Sustainable Health­care Fund and the Tareno Impact Health­care Fund are classi­fied under Article 9 of the SFDR and thus meet the highest requi­re­ments of the EU Disclo­sure Regula­tion.

Here you will find all sustaina­bi­lity-related documents for our health­care funds. These include infor­ma­tion on ESG integra­tion, the impact approach, as well as regula­tory disclo­sures and reports. The documents provide trans­pa­rency regar­ding metho­do­logy, classi­fi­ca­tion, and reporting.

 

ALL ESG- AND IMPACT Documents

Would you like to learn more about our Tareno Health­care Funds?

We’d be happy to answer your questions or discuss this with you in a no-obliga­tion conver­sa­tion.