We have often stressed we spend too little time with company management as we struggle to differentiate between those teams that are truly talented, and those with silver tongues who have found themselves in the right place at the right time.
In general, if an audience can see tangible evidence of success, it is far more likely to be convinced of management brilliance, thus making objective analysis difficult. Is it any easier to detect...
BB Biotech's Head of Investment, Daniel Koller, explains why the sector's fundamentals are all lined up to the upside.
Classes A and D remain unavailable
Has been sponsor since 2010
Hires RBC's Martin Heale
Bringing over two funds