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Bloomberg ID:  CCSC130 <Equity>       Morningstar ID:  F00000V3XE

The Constantia Capital Small-Cap Biotech+ Strategy is a passively managed strategy that aims to match the returns of Biotechnology, Life Sciences and Medical Device stocks in the Russell 2000.


Biotech+ stocks have excellent growth potential, buoyed by new discoveries. These Small-cap publicly traded stocks are highly levered to the success of their drugs and devices undergoing clinical trials. Demand from large-cap pharmaceuticals to fill their pipelines increases potential returns by way of mergers and acquisitions.

* Live Inception Date: January 31, 2020;
   backtest prior to Inception Date.

Performance Summary to February 28, 2022, Net of Fees (50 bps)

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