Investment Strategy

Portfolio Allocation

The fund’s portfolio division comprises three segments: long-term holdings (60%), power trading positions (10%), and cash (30%). Our high cash position enables us to capture opportunities as they arise. We will deploy much more cash during a bear market to take advantage of deep bargain opportunities. Conversely, we will increase our cash position in a...

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Stock Picking Process

Our fund’s stock-picking process involves an integrated assessment of clinical-stage biotech companies, focusing on the lead drug or “Crown Jewel” of the pipeline. This includes evaluating the drug’s Mechanism of Action, Disease Context, and forecasting its chances of passing through clinical studies and gaining FDA approval. It’s important to have a deep understanding of how...

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Long Term Holding

Aligned with Warren Buffett’s wisdom, we are patient with our investments to capture the most upsides. This entails holding stakes in companies for manyyears from their preclinical/clinical phases to early product launch. At that point, we would usually take partial profits to generate more capital and minimize risks while leaving a portion of the shares...

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Deep Specialization and Diversification to Boost Returns

Our deep specialization in life science equity confers sector expertise and thereby positions us to outperform in this niche. Taking specialization to the next level, we concentrate our investment on the “growth biotech” stocks category. This allows us to capture the tremendous upsides in clinical stage and early product bioequities. Growth stocks tend to outperform...

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DNA Genotyping and Sequencing. Technician prepares for a viral whole-genome sequencing experiment at the Cancer Genomics Research Laboratory, part of the National Cancer Institute's Division of Cancer Epidemiology and Genetics (DCEG).

Invest in the Future of Biotech

Introduction Biotechnology, a rapidly evolving field that combines biology and technology, has the potential to revolutionize various industries and improve our quality of life. From healthcare to agriculture, biotech innovations are transforming the way we live and work. As an investor, recognizing the opportunities in this sector can be highly rewarding. In this blog post,...

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