Inside the Portfolios of Healthcare Investors

Keava Low, Research Analyst (London)

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Analysing the portfolio holdings of asset managers is by no means a new practice among the investment industry. With fund disclosure requirements becoming more stringent across many jurisdictions, the probability of investors accessing these publicly available disclosures (e.g. 13-F filings) has also increased over time.1 However, the data presented by regulators is often not standardised and, for clients interested in analysing this data on a large scale, the process of accessing it can be particularly time-consuming.

Based on this, it’s not surprising that alternative data providers who specialise in providing standardised ownership data and analysis have been consistently popular among Neudata’s client base. For example, 

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