London Quality-Growth Investor Conference: Royalty Pharma’s Growth Opportunity

Martin Hermann, a senior portfolio manager at Berenberg since October 2017 responsible for the Berenberg Global Focus, took to the stage at the new London Quality-Growth Investor Conference earlier this week to highlight one of his favorite ideas in the current market. The Global Focus fund is a high-conviction fund that runs a focused portfolio of around 30 equities. Its time frame for holding securities is three to five years, and the managers are primarily looking for hidden champions that can become growth leaders of the future. The top ten holdings account for 50% of assets. Q1 2022 hedge fund…