Webinar: Investing in Vaccination and Diagnostics companies with James McDonald

James McDonald, Portfolio Manager of the Pengana High Conviction Equities Fund, has been investing in the medical space for over 20 years.

In this webinar, James covers some of the medical companies held in his High Conviction portfolio of no more than 20 stocks, poised to benefit in a post-Covid recovery, and directly from the Covid crisis too.

James provides insight into the nuances of diagnostics and vaccination businesses, as well as his thinking around owning names such as Gilead, Bavarian Nordic, Genetic Signatures, and Photocure.