Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
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.
Performance
CUMULATIVE NET RETURNS (AS OF 10/31/24)
Past performance cannot guarantee future results.Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
High absolute short-term performance is not typical and may not be achieved in the future. Such results should not be the sole basis for evaluating material facts in making an investment decision.
