After 35 years as an active investment manager, my training in the biological sciences informs my understanding and how I transact in the markets. I’ve observed thousands of patterns with a tendency to repeat. Although the landscape is never exactly the same, certain historical blueprints offer efficacy towards successfully enduring and ultimately thriving during periods of market duress
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institutional investors are still writing out tickets as interest picks up in uncorrelated assets to long-only equites
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If past downturns, including the 2008 financial crisis, are any indication the opportunities within distressed may be being sourced even now in the midst of the volatile and uncertain times we are all now experiencing
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Whether the portfolio labels are hedge fund, marketable alternatives or absolute return what they all share at the typical university endowment portfolio is underwhelming performance numbers that on a fiscal basis may have caught CIOs off guard in 2019
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Often maligned biotech/life sciences hedge funds logged exceptional double digit returns in the last 12 months as other long/short equity managers struggled to even come close to the S&P 500’s 30% plus gains
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