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Alternative Market Briefing

Optima A.M. bets on healthcare and biotech innovations with long/short strategy

Tuesday, February 18, 2020

amb
Dixon Boardman
B. G., Opalesque Geneva:

Optima Asset Management has just launched the Optima Healthcare and Biotechnology strategy, which will be managed by five portfolio managers, each specialising in a branch of the sector.

The US-centric long/short strategy will capitalise on a sector that is benefiting from powerful long-term secular tailwinds, CEO D. Dixon Boardman told Opalesque. Innovation is rapidly accelerating. Demand is growing as populations age. More ailments and diseases are curable or at least treatable. Furthermore, healthcare represents 25% of the US federal budget and accounts for 34% of its growth.

The most dynamic and innovative segment of the economy

Biotechnology was one of the decade's best investments, reported CNBC in December. An investor who purchased shares of the iShares Nasdaq Biotechnology ETF in December 2009 was up more than 350% in returns 10 years later - compared to the broader stock market which returned 187% over the same period. "Industry experts point to breakthroughs in the treatment of diseases like hepatitis C, multiple sclerosis and a variety of malignancies for biotech's big decade and the eye-popping profits the industry's ther......................

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