Click here for the Stockopedia report.
Click here for the PDF with additional answers to the questions submitted at the end of the webinar.
00:00 - Introduction & portfolio managers
03:10 - Assets under management
03:51 - Public equity team
05:15 - Orbimed Global Team
06:12 - Due diligence
08:45 - Why invest in healthcare
10:37 - Performance review FY 31/03/21
16:14 - Investment themes for 2021
18:50 - Innovation
25:44 - Emerging markets
28:18 - Key drivers for 2021
44:12 - Q&A session