Within the belief’s annual report for 2023, managers Tim Creed and Harry Raikes set out the progress made in the direction of rebalancing the portfolio to make sure the “applicable” liquidity to execute the share repurchase programme introduced in September 2023 and “help the portfolio”.
To perform this, the managers diminished INOV’s holding in Oxford Nanopore, one of many belief’s legacy holdings courting again to Neil Woodford’s tenure as fund supervisor of the previous Woodford Affected person Capital belief.
As of 31 December 2022, Oxford Nanopore comprised 23.3% of the belief’s complete fairness holdings. By the tip of …
