InvestmentSummaryCVS Group PLC is one of the largest integrated veterinary services providers in the United Kingdom, operating practices, hospitals, laboratories, pet crematoria and an online pharmacy across the UK, Ireland and Australia. The structural growth of pet ownership, the humanisation of pets, rising willingness …
InvestmentSummaryHaleon PLC, the consumer healthBusinessdemerged from GSK in 2022, is now an established global category leader with an enviable portfolio of trusted brands across oral health, pain relief, vitamins and supplements, respiratory health, digestive health and therapeutic skin care. Since spinning out, the company …
InvestmentSummaryConvaTec Group PLC is a global medical products and technologies company focused on chronic conditions where consistent, high-quality care delivers meaningful improvements in patient outcomes. The company has been undergoing a multi-year operational and strategic transformation called 'Pivot to Growth', which has progressively delivered …
InvestmentSummaryCraneware PLC is a leading provider of value cycle management software solutions to the US healthcare market, helping hospitals, health systems and provider organisations improve their financial performance, operational efficiency and clinical outcomes. The combination of structuralDemandfor healthcare cost management, growing adoption of cloud-based …
InvestmentSummaryAdvanced Medical Solutions Group PLC, known as AMS, is a leading independent developer and manufacturer of innovative tissue-healing technologies, surgical sealants, adhesives and advanced wound care products. The company has built a defensible portfolio anchored in scientifically differentiated technologies, supported by long-term relationships with …
InvestmentSummaryAllergy Therapeutics PLC is a specialty pharmaceutical company focused on the diagnosis, prevention and treatment of allergic disease through subcutaneous immunotherapy. The company has built a differentiatedFranchisein selected European markets, particularly Germany, the United Kingdom, Italy, Austria, Switzerland, Spain and the Netherlands, and is …
InvestmentSummaryAstraZeneca PLC has steadily transformed itself from a mid-tier large-cap pharmaceutical group into one of the most diversified and innovation-led global healthcare companies. The combination of oncologyLeadership, a deepening cardiovascular, renal and metabolismFranchise, a maturing rare disease platform inherited from Alexion, and continued momentum …
InvestmentSummaryAvacta Group PLC is a clinical-stage life sciences company developing innovative cancer therapies and diagnostic products based on its proprietary Affimer and pre|CISION platforms. The company combines a pioneering scientific approach with a clear development strategy targeting both oncology therapeutics and high-value diagnostics. With …
BusinessOverviewRockhopper Exploration PLC is an independent oil and gas exploration and production company focused primarily on the South Atlantic, with its flagship asset being a substantial interest in the Sea Lion oil discovery offshore the Falkland Islands. The company has been a pioneer in …
BusinessOverviewSeplat Energy PLC is a leading independent African energy company, dual-listed in London and on the Nigerian Exchange, with a diversified portfolio of onshore and shallow-water oil and gas productionAssetsin Nigeria. Following the transformationalAcquisitionof Mobil Producing Nigeria Unlimited from ExxonMobil, Seplat has materially scaled …