Cooperation with Medical Strategy

Medical Strategy is one of Europe’s leading investment managers in the healthcare sector, especially regarding innovative biotech companies. The independent company focuses exclusively on advising and managing equity portfolios.

The Medical Strategy team constantly analyses and monitors the development of all listed companies in the relevant areas of the healthcare sector. Special emphasis is placed on smaller companies with high growth potential.

In the course of the collaboration between Medical Strategy and Anevis, which began in 2021, the values and investment strategy of Medical Strategy were optimally presented in the factsheet. The factsheet design and the key figures and graphics used were customised and perfected to meet the needs of Medical Strategy’s investors.

The factsheet reflects the company’s investment strategy, as the focus is on a detailed explanation of the investments. Furthermore, the factsheet also represents the strategy of long time investments, as the factsheet focuses less on current key figures and more on the long-term performance of the fund. In addition, the factsheet also provides insights into the current situation and development of the companies included in the fund, which demonstrates the transparency of Medical Strategy.

This consistency of the investment strategy is also clearly illustrated on page four of the Anevis factsheet by the sector allocation, in which 86.9% is in the biotech sector.

The factsheet has a clear structure throughout, with as much information as possible in as little space as possible. Nevertheless, it still looks clear and not overloaded. In addition, the colour scheme is consistent and in line with Medical Strategy’s corporate colours. Information that is highly important for investors, such as the investment strategy, is arranged directly at the top left, as this is where attention is typically focused first.

Factsheets can illustrate complex relationships and provide a quick overview of investment objectives. If you would like to find out more about the possibility of customising your factsheets, both in terms of content and design, please contact us at contact@anevis-solutions.com. We would be happy to work with you.