JUNIOR  BIOTECH+

Bloomberg ID:  CCSC130 <Equity>       Morningstar ID:  F00000V3XE

Strategy Objective

Junior Biotech+ is a passively managed strategy that aims to match the returns of Biotechnology, Life Sciences and Medical Device stocks that are within five years of their Initial Public Offering. The strategy invests worldwide.

 

Philosophy

Biotech+ stocks have excellent growth potential, buoyed by new discoveries. These publicly traded stocks are highly levered to the success of their drugs and devices undergoing clinical trials. We believe that younger companies are more likely to be using newer technology and have a higher probability of success.

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* Live Inception Date: January 01, 2021;
   backtest prior to Inception Date.

Performance Summary Backtest to June 30, 2021, Net of Fees and Trading Costs
 

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