SMALL-CAP BIOTECH+

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.

Philosophy

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.

Recent Research in Biotech Stocks

* Live Inception Date: January 31, 2020

Performance Summary to December 31, 2020, Net of Fees (50 bps)

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