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Established under the EU's Undertakings for Collective Investment in Transferable Securities (UCITS) mutual fund regulatory structure, Catalio's strategy offers European and other global investors exposure to biomedical technology companies that develop cutting-edge devices, drugs, and diagnostics. The fund is also aligned with Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR) framework, designed to enhance transparency by harmonizing sustainability related reporting across funds.

"The Catalio Global Innovative Healthcare Long/Short UCITS is an excellent addition to the growing IAM Investments' UCITS Platform. We are delighted to bring this strategy to our clients in Europe and beyond," said Marivi Lorente, co-Head of IAM Investments UCITS Platform and Managing Partner at IAM. "We work every day to seek for them this type of valuable and high-quality manager to diversify our alternative UCITS offering and power-up their investment frontier. IAM is very proud to partner with such highly regarded managers as Catalio and continue to strengthen its diverse range of alternative investment solutions."

The Catalio Global Innovative Healthcare Long/Short UCITS Fund is the third fund launched by IAM Investments' UCITS Platform in the last year. It follows the successful launch of the Landseer European Smaller Companies Long/Short Equity UCITS Fund in February 2024 and the Riposte Global Opportunity UCITS Fund in June 2024.

Founded in 2020 by George Petrocheilos and Dr. Jacob Vogelstein, Catalio Capital Management, L.P. invests in category-defining life sciences companies around the world. Originally a private markets investment firm, Catalio expanded into public equities in January 2023 with the acquisition of HealthCor Management LP, a well-established healthcare hedge fund with a two-decade track record. Benjamin Snedeker and Charles Nettleton, who joined Catalio from HealthCor, will manage the Catalio Global Innovative Healthcare Long/Short UCITS Fund.

"We are grateful for IAM's support and incredibly excited to join its platform, making Catalio's unique and powerful life sciences strategy available to a broader array of 2 global investors," said George Petrocheilos and R. Jacob Vogelstein, Co-Founders and Managing Partners of Catalio. "The launch of this fund affirms Catalio's compelling value proposition and recognizes the value of our experienced life sciences investment team."

Catalio's proven global long/short healthcare equity strategy with a variable long-net position, invests dynamically in index-beating, core alpha opportunities while adjusting to market conditions and offering downside protection. Catalio specializes in identifying mispriced risks and opportunities.

Catalio is well positioned to help IAM investors capitalize on trends relating to biopharma (cardiometabolic/obesity, neuroscience, and rare disease); medtech (early cancer detection, cardiovascular intervention, and robotic surgery); and increased spending by national healthcare systems as they move to innovate and reduce costs.

Catalio augments its robust financial due diligence with expertise in therapeutic categories, disease states and pricing strategies as well as innovative research backed by advice from its distinguished group of renowned clinical/scientific Venture Partners.