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Upturn AI SWOT - About
Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
08/28/2025: HQH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 24.95% | Avg. Invested days 61 | 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 08/28/2025 |
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 (HQH) is a closed-end fund focused on investing in public and private healthcare companies. It was established to provide investors with exposure to the healthcare sector.
Core Business Areas
- Equity Investments: HQH invests primarily in publicly traded and privately held companies in the healthcare industry, including pharmaceutical, biotechnology, medical device, and healthcare services companies.
- Capital Appreciation: HQH aims to achieve capital appreciation through its investments, rather than focusing on income.
- Portfolio Management: The fund actively manages its portfolio to identify promising investment opportunities in the healthcare sector.
Leadership and Structure
The fund is managed by Tekla Capital Management LLC. The leadership team includes experienced portfolio managers and analysts with expertise in the healthcare industry.
Top Products and Market Share
Key Offerings
- Closed-End Fund Shares: HQH offers shares in its closed-end fund, providing investors with a diversified portfolio of healthcare stocks. Market share is reflected in AUM, which fluctuates based on market conditions. Competitors include other healthcare-focused funds like BlackRock Health Sciences Trust (BME) and Columbia Seligman Premium Technology Growth Fund (STK).
Market Dynamics
Industry Overview
The healthcare industry is experiencing growth driven by an aging population, technological advancements, and increasing demand for medical services and treatments. The industry is also subject to regulatory scrutiny and patent expirations.
Positioning
Tekla Healthcare Investors is positioned as a specialized fund focusing on the healthcare sector, offering investors access to a diverse portfolio of healthcare companies. Its competitive advantage lies in its expertise in identifying promising investment opportunities in the healthcare industry.
Total Addressable Market (TAM)
The global healthcare market is estimated to be in the trillions of dollars. HQH targets a segment of this market focused on publicly and privately held healthcare companies. HQH's AUM is a small fraction of the total addressable market.
Upturn SWOT Analysis
Strengths
- Expertise in the healthcare sector
- Diversified portfolio of healthcare companies
- Active portfolio management
- Experienced management team
Weaknesses
- Fluctuations in Net Asset Value
- Dependence on the performance of the healthcare sector
- Management fees and expenses
- Discount to NAV
Opportunities
- Growth in the healthcare industry
- Technological advancements in healthcare
- Increasing demand for medical services
- New investment opportunities in private healthcare companies
Threats
- Regulatory changes in the healthcare industry
- Patent expirations
- Competition from other healthcare funds
- Economic downturns
Competitors and Market Share
Key Competitors
- BME
- STK
- IDHC
Competitive Landscape
HQH competes with other healthcare funds based on investment performance, management fees, and investment strategy. Its competitive advantage lies in its expertise in the healthcare sector and its active portfolio management.
Growth Trajectory and Initiatives
Historical Growth: HQH's growth is tied to the performance of the healthcare sector and its ability to identify promising investment opportunities.
Future Projections: Future growth projections are based on analyst estimates and the expected growth of the healthcare industry.
Recent Initiatives: Recent initiatives may include portfolio adjustments to capitalize on emerging trends in the healthcare sector.
Summary
Tekla Healthcare Investors (HQH) is a closed-end fund focused on the healthcare sector, with strengths in its expertise and diversified portfolio. Weaknesses include NAV fluctuations and dependence on the sector's performance. Opportunities exist in the growing healthcare industry, but threats include regulatory changes. The fund's success hinges on its ability to navigate market dynamics and identify promising investment opportunities within the healthcare landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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