HighVista’s Biotechnology Strategy recognizes biotech as a distinct asset class with significant return potential and low correlation to other portfolio holdings.
Since 2009, we have been actively investing in the space, analyzing thousands of biotech opportunities, and establishing it as a crucial pillar for investor portfolios.
We believe our Biotechnology Strategy provides investors with exposure to the unique growth potential and diversification benefits of the biotech sector. The strategy comprises partnering with investors whom we believe are highly skilled specialists, that have complementary strategies and areas of focus, who invest with high conviction in a concentrated manner. Our Biotechnology Strategy also includes a directly-held portfolio. Leveraging our expertise, extensive network, and partnerships, we navigate this dynamic landscape, by seizing attractive risk-adjusted return opportunities and positioning our clients for long-term success.
A Large and Growing Economic Pie
US spends almost 20% of GDP on healthcare, and world expenditure on healthcare is only growing
Society will pay for true innovation that improves and extends life
Pharma pipelines are in constant need of replenishment
Thriving Investment Space
Exceptionally large and fertile investment opportunity set
Event-rich space with great capital needs
Fundamentals driven by scientific success = uncorrelated outcomes
Opportunity from Structural Inefficiency
Dependence on science requires deep domain expertise
Active investing “paradise” for small specialist investors
Non-overlapping strategies provide true diversification and more efficient alpha capture