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Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
12/26/2025: HQH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 51.23% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 836.48M USD | Price to earnings Ratio 119.46 | 1Y Target Price - |
Price to earnings Ratio 119.46 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 |
52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 14.94% | Basic EPS (TTM) 0.13 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 102.16% | Operating Margin (TTM) -15.86% |
Management Effectiveness
Return on Assets (TTM) -0.06% | Return on Equity (TTM) 1.06% |
Valuation
Trailing PE 119.46 | Forward PE - | Enterprise Value 836479680 | Price to Sales(TTM) 82.03 |
Enterprise Value 836479680 | Price to Sales(TTM) 82.03 | ||
Enterprise Value to Revenue 71.46 | Enterprise Value to EBITDA - | Shares Outstanding 53862200 | Shares Floating - |
Shares Outstanding 53862200 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 22.1 |
Upturn AI SWOT
Tekla Healthcare Investors
Company Overview
History and Background
Tekla Healthcare Investors (HQTH) is a closed-end diversified investment fund launched by Tekla Capital Management, LLC. It was established on March 1, 1999. The fund's primary objective is to seek a high total return from its investments in equity securities of companies operating in the healthcare sector. Over its history, it has focused on investing in established companies with significant potential for growth and dividend appreciation within the healthcare industry.
Core Business Areas
- Healthcare Equities: Investment in a diversified portfolio of publicly traded equity securities of companies operating in the healthcare industry. This includes pharmaceuticals, biotechnology, medical devices, healthcare providers, and healthcare services.
Leadership and Structure
Tekla Healthcare Investors is managed by Tekla Capital Management, LLC. The investment advisory team is responsible for portfolio management and investment decisions. Specific details on individual leadership roles are typically found in the fund's annual reports and SEC filings.
Top Products and Market Share
Key Offerings
- Portfolio of Healthcare Stocks: The primary 'offering' is a diversified portfolio of equity investments in the healthcare sector. The fund aims to generate capital appreciation and income through dividends. Market share is not applicable in the traditional sense as it is an investment fund, not a product/service provider. Competitors are other healthcare-focused investment funds and broader diversified equity funds.
Market Dynamics
Industry Overview
The healthcare industry is a large and complex sector driven by innovation, an aging global population, increasing healthcare spending, and regulatory changes. It encompasses a wide range of sub-sectors, each with its own growth drivers and challenges. The sector is generally considered defensive but is also subject to significant technological advancements and policy shifts.
Positioning
Tekla Healthcare Investors positions itself as a specialized fund for investors seeking exposure to the growth and income potential within the healthcare sector. Its competitive advantage lies in its focused investment strategy and the expertise of its management team in identifying opportunities within this dynamic industry.
Total Addressable Market (TAM)
The TAM for healthcare investments is vast, encompassing the global healthcare market capitalization of publicly traded companies. Tekla Healthcare Investors, as a diversified fund, aims to capture a portion of this market by investing in a select group of high-potential companies. Its positioning within this TAM is as a specialized fund manager rather than a direct market participant.
Upturn SWOT Analysis
Strengths
- Specialized focus on the growing healthcare sector.
- Diversified portfolio to mitigate single-company risk.
- Experienced management team with healthcare sector expertise.
- Potential for both capital appreciation and dividend income.
Weaknesses
- Subject to regulatory and policy changes affecting the healthcare industry.
- Market volatility inherent in equity investments.
- As a closed-end fund, potential for discount/premium to Net Asset Value (NAV).
- Performance is dependent on the successful selection of individual companies.
Opportunities
- Advancements in medical technology and treatments.
- Increasing demand for healthcare services due to aging populations.
- Growth in emerging markets for healthcare products.
- Potential for strategic partnerships and M&A within the healthcare sector.
Threats
- Intensifying competition within healthcare sub-sectors.
- Drug pricing pressures and government regulation.
- Patent expirations and generic competition.
- Economic downturns affecting healthcare spending.
Competitors and Market Share
Key Competitors
- BlackRock Health Sciences Trust (BHK)
- Vanguard Health Care Fund (VGHCX)
- Fidelity Select Health Care Portfolio (FSPHX)
- iShares U.S. Healthcare ETF (IYV)
Competitive Landscape
Tekla Healthcare Investors competes with a broad range of healthcare-focused investment vehicles, including other closed-end funds, open-end mutual funds, and ETFs. Its advantages lie in its specialized focus and potentially its management's active approach. However, it faces competition from larger, more liquid funds and ETFs, which may offer lower expense ratios and greater diversification.
Growth Trajectory and Initiatives
Historical Growth: The historical growth of Tekla Healthcare Investors is reflected in the appreciation of its Net Asset Value (NAV) and its ability to generate and distribute income to shareholders. This growth is contingent on the performance of its underlying portfolio companies and the management's investment strategy.
Future Projections: Future projections for Tekla Healthcare Investors would depend on analyst ratings of the fund, projected performance of the healthcare sector, and the fund's management's ability to adapt to market changes. Specific analyst projections are not readily available without subscription services.
Recent Initiatives: Recent initiatives would typically involve adjustments to the portfolio's holdings, changes in investment strategy, or efforts to enhance shareholder value. These are usually detailed in the fund's annual and quarterly reports.
Summary
Tekla Healthcare Investors (HQTH) is a specialized investment fund focused on the healthcare sector. Its strength lies in its dedicated focus and management expertise. However, it faces significant competition from larger funds and ETFs, and its performance is subject to healthcare industry volatility and regulatory changes. To thrive, it needs to consistently outperform its benchmarks and effectively manage its portfolio amidst evolving healthcare trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Fund prospectuses and annual reports
- Financial data aggregators (e.g., Yahoo Finance, Morningstar, SEC EDGAR)
- Industry analysis reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Market share data for investment funds is an estimation based on AUM and may not represent absolute market control. Historical performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tekla Healthcare Investors
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1988-01-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Abrdn Healthcare Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products, experienced business management, recognized technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index, the S&P 500 Index, and the S&P 1500 Healthcare Index. Abrdn Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
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