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Upturn AI SWOT - About
Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
10/22/2025: 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 43.41% | Avg. Invested days 69 | 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 10/22/2025 |
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 that invests in the healthcare industry, including biotechnology, pharmaceuticals, medical devices, and healthcare services. It was formed to provide long-term capital appreciation by investing in companies believed to have significant potential for growth.
Core Business Areas
- Equity Investments: HQH invests primarily in common stock of healthcare companies. These investments span various subsectors within the healthcare industry, including pharmaceuticals, biotechnology, medical devices and equipment, and healthcare services.
- Investment Management: The fund is managed by Tekla Capital Management LLC, which makes investment decisions based on its expertise in the healthcare industry.
Leadership and Structure
HQH is managed by Tekla Capital Management LLC. The firm has a team of experienced investment professionals with expertise in healthcare. The fund operates as a closed-end fund, meaning it has a fixed number of shares outstanding.
Top Products and Market Share
Key Offerings
- Healthcare Equity Fund: HQH provides exposure to a diversified portfolio of healthcare stocks. Its competitive advantage lies in Tekla Capital Management's sector expertise. Competitors include other healthcare-focused ETFs and mutual funds (e.g., IHI, XLV). While direct market share figures for specific fund holdings aren't applicable, HQH's AUM (Assets Under Management) represent its portion of investment in the healthcare sector.
Market Dynamics
Industry Overview
The healthcare industry is large and complex, driven by factors such as aging populations, technological advancements, and increasing healthcare spending. It's characterized by innovation, regulatory oversight, and evolving reimbursement models.
Positioning
HQH is positioned as a specialized investment vehicle for those seeking exposure to the growth potential of the healthcare sector. Its competitive advantage lies in its closed-end structure and active management by Tekla Capital Management.
Total Addressable Market (TAM)
The global healthcare market is multi-trillion dollar market. HQH's market capitalization represents a small fraction of the total investable universe in the healthcare sector. HQH is positioned to benefit from overall healthcare spending growth and innovation within the industry.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on a high-growth industry
- Closed-end fund structure allows for more flexible investment strategies
Weaknesses
- High expense ratio
- Market volatility in healthcare sector
- Concentrated portfolio may lead to higher risk
Opportunities
- Increasing demand for healthcare services
- Technological advancements in healthcare
- Expansion into new healthcare sub-sectors
Threats
- Regulatory changes in healthcare
- Competition from other healthcare funds
- Economic downturn affecting healthcare spending
Competitors and Market Share
Key Competitors
- XLV
- IHI
- XBI
Competitive Landscape
HQH offers specialized active management while XLV provides broad market exposure with low fees. IHI is focused on medical devices and XBI on biotechnology. HQH's advantage is stock picking in Healthcare, but it is pricier. Data is based on each fund's AUM as a percentage of total assets in Healthcare ETFs.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends need to be analyzed using historical financial and market data.
Future Projections: Future growth projections need to be based on analyst estimates from reputable financial data providers.
Recent Initiatives: Recent strategic initiatives need to be extracted from company announcements and financial reports.
Summary
Tekla Healthcare Investors provides exposure to the healthcare sector through active management. Its experienced management team and focus on a high-growth industry are strengths. However, the high expense ratio and market volatility pose challenges. Recent initiatives include portfolio adjustments based on market conditions. Overall, HQH is a specialized investment option for investors seeking healthcare exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Yahoo Finance
- Bloomberg
- etfdb.com
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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