RCS - Polar Cap Glb Health - Update from QuotedData

Polar Capital Global Healthcare TrustAnnouncement

22/08/2025 12:45

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RNS Number : 4779W  Polar Capital Global Health Tst PLC  22 August 2025

Polar Capital Global Healthcare- Update from QuotedData

20(th) August 2025

Recovery play

When we last published on Polar Capital Global Healthcare (PCGH), President
Trump had just been elected, and while there were some nerves about Robert F.
Kennedy Jr (RFK) being linked to the top job in the US health system, the mood
was reasonably upbeat. The managers observed that the sector's fundamentals
(underlying financial and operational health of the sector, such as revenue
growth and profitability) were strong, stocks looked cheap, and cautioned
against worrying about the impact of politics on the sector. That might have
been a rational stance last November, but the record of the past few months
tells a different story.

The frustrating thing is that, outside of a few areas that are directly
affected by US health policies, the fundamentals remain strong, and the stocks
have only got cheaper. The sector feels oversold, and we think that PCGH,
which can still boast the best long-term returns in the sector, should be a
good way to play an eventual recovery.

Full Research:

https://quoteddata.com/research/polar-capital-global-healthcare-recovery-play-qd/
(https://quoteddata.com/research/polar-capital-global-healthcare-recovery-play-qd/)

This research is also available free on our website www.quoteddata.com
(http://www.quoteddata.com) where you will also find news, performance data
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NB: Marten & Co was paid to produce this note Polar Capital Global
Healthcare Trust Plc, and it is for information purposes only. It is not
intended to encourage the reader to deal in the security or securities
mentioned in this report. Please read the important information at the back of
this note. QuotedData is a trading name of Marten & Co Limited which is
authorised and regulated by the Financial Conduct Authority. Marten & Co
is not permitted to provide investment advice to individual investors
categorised as Retail Clients under the rules of the Financial Conduct
Authority.

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