Kepler Trust Intelligence provides a round-up of the bull and bear arguments around the healthcare-focused trust Bellevue Healthcare (BBH).
00:00 Introduction
00:26 Who manages BBH?
01:04 What is BBH’s investment objective?
01:26 What does BBH invest in?
03:03 The bear case for BBH: Concentration, small-caps and gearing
06:31 The bull case: Macro-economic tailwinds
07:10 Healthcare investing: innovation and defensiveness
09:08: Diversification and dividends
10:13 Experience of management
11:17 What is the outlook for BBH?
11:44 Further information
11:56 Risk warning
