Presentation: Healthcare: a sector to watch
The performance of the healthcare sector hides diverse realities, with groups that have clearly benefited from the health crisis, and others that have suffered from successive confinements and/or tensions in hospitals.Furthermore, in view of the new challenges that the current crisis has revealed, it is important, as a fund manager, to support small and mid caps, particularly in the biotech and medtech sectors.
Christine Lebreton has 32 years of experience. She started her career in 1991 as an Analyst then as an Equity Manager, notably of a global health fund, at Natixis AM in 2000. Christine Lebreton became Head of European Responsible Equity and Impact Investing at Mirova in 2012 and joined La Banque Postale Asset in 2014, then Tocqueville Finance in 2020 where she manages Tocqueville Silver Age ISR.
Tocqueville Finance is a portfolio management company created in 1991, held at 99% by La Banque Postale Asset Management. Specialising in the management of French and European multi-cap equities, its expertise covers Value, Growth, Small and Mid Caps, Thematic and Sustainable investment. As of 30 June 2021, Tocqueville Finance had 12 billion in assets under management.