Healthcare global
Healthcare is a fast-growing market that is particularly interesting for investors. A key growth driver is an aging society and the diseases and conditions that afflict the elderly. Meanwhile the growing Westernization of modern lifestyles has long been a reality and will become even more apparent in the decades to come. This trend explains the rise of many of today's chronic diseases. There are now more than 400 million people with diabetes worldwide, for example, and the trend is still pointing up. Innovative drugs and new forms of treatment are needed to contain the sharply rising cost of healthcare.
Many investors still think of a classic pharmaceutical company when they hear the word “healthcare”, but the healthcare sector actually offers a much wider selection of investment opportunities than just pharma. The professionals at Bellevue Asset Management actively cover and capture the most promising of these opportunities.
Our expertise
Our Healthcare Team consists of an interdisciplinary mix of experts with many years of experience in the fields of biotechnology, medical technology and generics. Many of our experts are graduate biochemists or natural scientists with further economic training. The experienced team analyses a global universe of 600 listed healthcare companies by means of fundamental analysis using various quantitative and qualitative parameters. An important part of the research is regular company visits and participation in technical and financial conferences.
Team BB Adamant Healthcare (Funds & Mandates)

Dr. Cyrill Zimmermann, Head
- Since 2015 Head Healthcare Funds & Mandates, Member of the Executive Board
- 2001 – 2014 Co-founder and CEO of Adamant Biomedical Investment AG
- 1996 – 2000 Member of the Management Team BB Medtech at Bellevue Asset Management AG
- 1993 – 1996 Advisor for institutional clients and former assistant to the Executive Management at Credit Suisse
- Dr.oec.publ. (University of Zurich)

Oliver Kubli, CFA, Portfolio Manager
- Since 2015 Managing Director, Head Portfolio Management Healthcare Funds & Mandates
- 2008 – 2014 Member of the Management Team and Head Portfolio Management at Adamant Biomedical Investment AG
- 2000 – 2007 Senior Portfolio Manager at Zürcher Kantonalbank
- Bachelor of Business Administration, University of Applied Sciences, Winterthur, CFA

Remo Krauer, CIIA, Portfolio Manager
- Since 2018 Senior Portfolio Manager Healthcare Funds & Mandates
- 2016 -2018 Head Portfolio Construction, Discretionary Mandates at Zürcher Kantonalbank
- 2005 – 2016 Senior Portfoliomanager at Zürcher Kantonalbank
- Bachelor of Business Administration, University of Applied Sciences, Winterthur, CIIA

Samuel Stursberg, CFA, Portfolio Manager
- Since 2015 Head Research Healthcare Funds & Mandates
- 2007 – 2014 Head Research at Adamant Biomedical Investment AG
- 2005 – 2007 Stock analysis medtech and biotech at Bank Sarasin
- 2001 – 2005 Sustainable Asset Management, stock analysis in healthcare
- M.Sc University of Basel, MBA HSG, CFA

Dr. Christian Lach, Portfolio Manager
- Since 2015 Senior Portfolio Manager Healthcare Funds & Mandates
- 2008 – 2014 Senior Portfolio Manager in Biotech at Adamant Biomedical Investment AG
- 2001 – 2008 Member of the Management Teams BB Biotech and BB Medtech at Bellevue Asset Management AG
- Dr. oec. HSG, dipl. natw. ETH

Stefan Blum, CEFA, Portfolio Manager
- Since 2008 with Bellevue Asset Management as lead portfolio manager of the BB Adamant Medtech & Services (Lux) Fund
- 2004 – 2008 Sonova, head investor relations
- 2000 – 2004 Obtree Technologies Inc., finance and investor relations
- 1996 – 2000 Bank Sarasin, medtech analyst
- Master’s degree in Business Economics, University of St. Gallen (HSG), CEFA charterholder

Marcel Fritsch, Portfolio Manager
- Since 2008 with Bellevue Asset Management as portfolio manager of the BB Adamant Medtech & Services (Lux) Fund
- 2004 – 2008 Deloitte & Touche LLP, business consultant with focus on the medtech and pharmaceutical sectors
- Master’s degree in Business Economics, University of St. Gallen (HSG)

Marvin Ng, MBA, Consultant
- Consultant Bellevue Asset Management in Asia
- Since 2002 DN Venture Partners, Singapore/Germany, Director and consultant to life sciences organisations on business development in Asia
- Since 2002 Greener Grass Communications, Singapore, Director and consultant to technology companies on public relations matters
- First Class Honours Degree in Microbiology, University of British Columbia (Canada), Masters in Business Administration, Simon Fraser University (Canada)

Prof. Michael Mullen, CFA, Consultant
- Consultant Bellevue Asset Management AG in the United States
- Since 2005 Tarvos Capital Management, LLC, Boston / Basel, Managing Director and founder
- 1999 – 2005 President of Bellevue’s U.S. research operation, Co-manager of lead products: BB Biotech and BB Medtech
- B.S. from Fordham University in Accounting and Finance
- MBA from Indiana University Graduate School of Business
- CFA, member of the CFA Institute

Zahide Donat, Portfolio Manager
- Since 2015 Portfolio Manager
- 2014 – 2015 Credit Suisse AG, Banking Operations Specialist in Fixed Income
- 2010 – 2013 Migros Bank AG, Relationship Manager
- Bachelor of Science ZFH in Business Administration (Focus Banking and Finance)

Dr. Lukas Leu, Analyst
- Since 2021 with Bellevue Asset Management as Healthcare Analyst
- 2019 – 2021 Julius Bär, Equity Research Analyst Healthcare Sector including a 6-month period in trading of structured products
- 2015 – 2019 ETH Zürich, Research assistant
- Dr. sc. ETH Zurich

Sandra Muino, Operations & Finance
- Since 2015 Operations& Finance at Bellevue Asset Management
- 2002 – 2014 Compliance Officer Adamant Biomedical Investments AG
- Professional Bachelor in Business Administration

Christina Wirz, Office Manager/Assistant
- Since 2015 at Bellevue Asset Management
- 2012 – 2015 Bank Vontobel, Administration team Investment Banking
- 1999 – 2012 UBS AG, Team Global Wealth Management & Business Banking
- 1984 – 1994 Jelmoli SA, Projectleader and Product Management

Alexandra Keller, Office Manager/Assistant
- Since 2015 at Bellevue Asset Management
- 2012 – 2015 at Adamant Biomedical Investments AG
- Commercial employee with federal diploma in Banking
Team BB Healthcare Trust plc

Paul Major, Portfolio Manager
- Since 2016 Portfolio Manager BB Healtcare Trust plc
- 2004 – 2016 Research Partner at Redburn
- 1996 – 2003 Analyst and Corporate Financier at UBS Warburg
- Master in Biochemistry (University of Bath)

Brett Darke, CFA, Portfolio Manager
- Since 2017 member of the Investment Team BB Healthcare Trust plc
- 2006 – 2017 Analyst life sciences and healthcare sector at TT International for long-only and long/short funds.
- 2001 – 2006 Corporate finance at Merrill Lynch and Bear Stearns
- Masters degree in Medicine and Management studies from Cambridge University
- CFA Charterholder
Our investment solutions
Bellevue Asset Management’s range of healthcare sector investment products is the broadest in Europe and, with the investment company BB Biotech, it has been an active and widely recognized investor in this sector for more than 20 years. The Healthcare Index created by Adamant in 2007 reflects the findings of its fundamental research. It is composed of the 40 most attractive healthcare stocks worldwide and is recalibrated every six months.
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BB Adamant Healthcare Strategy (Lux)
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BB Healthcare Trust plc
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BB Adamant Sustainable Healthcare (Lux)
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