Publication date: 17 February 2026
Published by: Polar Capital
Author: James Douglas & Gareth Powell, Fund Managers, Global Healthcare Team
Ahead of the Annual General Meeting of the Polar Capital Global Healthcare Trust on 26 February 2026, Managers James Douglas and Gareth Powell update us on portfolio performance and positioning over the past year.
Healthcare has been out of favour, but fundamentals are strengthening, near-term political overhangs have cleared and valuations are compelling. James and Gareth highlight signs that the sector is starting to move back into focus, arguing that now presents a compelling opportunity.
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