Change of name to HealthInvest Alpha Fund   On 14 June 2021, HealthInvest Small & MicroCap Fund will change name to HealthInvest Alpha Fund. The name change is made to highlight the ability and ambition to generate excess returns (Alpha). The fund’s investment strategy will not change, however, and the asset management team will continue to work relentlessly.  The name change was approved by the Swedish Financial Supervisory Authority (Finansinspektionen) on 28 May.   HealthInvest Partners’ main purpose is to generate an excess return compared to passively managed funds. This excess return is called Alpha in academic terms. The scientific theory behind the alpha value was developed in the 1960s and the researchers Markowitz, Miller and Sharpe who invented the concept won the Nobel Prize in 1990.   As HealthInvest Small & MicroCap Fund now has a relatively long track record of 8 years, we have evaluated whether the fund has managed to generate Alpha. The evaluation, which included all healthcare funds in the database Morningstar.se with sufficient track record, showed that HealthInvest has had the highest Alpha since inception in January 2013 (7.4% annually). In addition, the fund’s risk, measured as beta, is 37% lower than the market in general.   Please click below for a letter to the fund’s unit holders and for the new fund rules.   Letter To Unit Holders Fund Rules HealthInvest Alpha Fund   [Stäng]