Insights for professional investors
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Insights for professional investors
26. September 2024
In our Investment Talk with Marcel Fritsch, Co-Portfolio Manager of the Bellevue Medtech & Services Fund, we look at the dynamic MedTech sector. While medical technology is often equated with the pharmaceutical industry, Fritsch explains the key differences between the business models and shows which driving factors – beyond demographic change – make MedTech stocks a particularly attractive investment case. In the interview, Fritsch also sheds light on how medical technology and services function in a portfolio, which criteria play a role in selecting MedTech stocks and how the investment process is organised.
NOTE: The Investment Talk was recorded in German; English subtitles can be switched on via the cc (subtitles/closed captions) and settings buttons.
Marcel Fritsch has been with Bellevue Asset Management since 2008. Before joining Bellevue, he worked as a management consultant at Deloitte & Touche for over 3 years. His responsibilities included the development of corporate strategies and the valuation of companies in the run-up to transactions.
Thomas Schalow is the CEO of Capitalmarkets.net. He has more than 25 years of experience in investment management, including various management positions at international investment firms. He publishes on financial topics and regularly moderates investment events.
