Andy Acker, CFA
Andy Acker is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Life Sciences and Biotechnology strategies since 2007 and 2018, respectively. He also leads the firm’s Health Care Sector Research Team. Andy was assistant portfolio manager on the Global Life Sciences strategy from 2003 to 2007. He joined Janus in 1999 as a research analyst focused on companies in the biotechnology and pharmaceutical industries. Prior to this, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners.
Andy received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA with honours from Harvard Business School. Andy holds the Chartered Financial Analyst designation and has 27 years of financial industry experience.
Global Perspectives: Why biotech could be embarking on a new decade of growth
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
Two sides of healthcare, one strong investment case
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Biotech rides a wave of positive data
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
Healthcare stocks show signs of strength
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
Signs of recovery in biotech?
Low valuations, positive clinical trial data and clarity around drug pricing reform could help revive the sector’s beaten-down stocks.
Health care strikes a balance
Why health care could be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Making sense of drug pricing reform for investors
Why we believe the biopharma industry should be able to adapt to drug pricing changes.
Healthcare’s recession playbook
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
From defence to offence in biotech
Why the beaten-down biotechnology sector may be worth another look.
Despite sell-off, healthcare fundamentals appear strong
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.
Beating the biotech blues
The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.