enEnglischAbaris Biotechnology Opportunities (UCITS V)
Fund Description
Abaris Biotechnology Opportunities is a small cap biotech fund seeking extraordinary long-term equity returns. The fund invests in a broadly diversified portfolio of early stage biopharma companies with blockbuster potential as well as high growth biotech companies.
Based on a data driven investment logic the fund complements large cap biopharma and biotech portfolios.
Key Fund Characteristics
Objective
Superior Long-Term Equity Returns
Expected Long-Term Return
20-40%
p.a.
Volatility
High
Volatility, >30% p.a.
Market Capitalization Focus
Micro-,
Small-, Mid Caps
Equity Positions
50-100
Equities
(Investment
Universe: >1,000 Equities)
Sector Allocation
Portfolio Construction
Long Only Equities
Recommended Holding Period
> 7 Years
How the Fund is Different
- Long-term investment success
based on a compelling logic
- Fundamentally different stock selection process based on the collective investment intelligence of the world’s best biotech investors and the Abaris Fundamental Return Concept
- The fund combines the most attractive companies from the entire health care sector
- Diversified portfolio of early stage biopharma companies with blockbuster potential as well as high growth biotech companies that overproportionally benefit from biotechnology mega trends (“pure plays”)
- Little overlap with other active or passive biotechnology funds by focusing on micro-, small- and mid caps, not mega caps (long runway for growth)
Applied Frameworks
Long-Term
Fundamental Return Concept
Concept to achieve attractive long-term returns, as equity returns are always driven by a company’s fundamental performance in the long-term.
Thus, the Abaris Fundamental Return Concept is the basis of our investment philosophy and applied in all Abaris equity funds.
Long-Term
Collective Investment Intelligence
Systematic analysis leveraging the collective investment intelligence of the world’s best investors by evaluating their equity positions based on mandatory regulatory filings.
Megatrends
The
portfolio companies in the Abaris Biotechnology Opportunities fund currently
benefit from megatrends, such as:
Genomic Services
Digital Health
Medical Devices
Proteomic Services
Biotechnology Services
Next Gen Cancer Therapies
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* Ranges and average numbers serve as indications and shall not be
interpreted as hard investment limits