About this strategy
Biotechnology offers the opportunity to invest in companies bringing innovative therapies to market for unmet medical needs. We seek to capitalise on biotechnology’s rapid growth potential and innovation by focusing on companies we believe can change the practice of medicine. The strategy seeks to leverage a disciplined approach to identify compelling opportunities across the biotech landscape in both public and private investments.
Key Differentiators
Experienced and specialised team
The strategy benefits from expert biotechnology specialists with deep scientific backgrounds and a distinguished record of investing in biotechnology stocks, supported by a wider health care team.
Fundamental research
We seek to understand the science and the business to identify opportunities and mitigate the clinical and commercial risks inherent in the sector.
Disciplined investment process
Balanced across development stage, early commercial and profitable biotechnology companies and augmented by a differentiated Value-at-Risk Framework designed to mitigate the volatility associated with drug development.
