For institutional investors in Norway

Biotechnology Innovation

A biotechnology strategy that seeks to leverage a disciplined approach to identify compelling opportunities across the biotech landscape in both public and private investments

Overview

About this strategy

Biotechnology offers the opportunity to invest in companies bringing innovative therapies to market for unmet medical needs. We seek to capitalise on biotechnology’s rapid growth potential and innovation by focusing on companies we believe can change the practice of medicine. The strategy seeks to leverage a disciplined approach to identify compelling opportunities across the biotech landscape in both public and private investments.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

Investment Approach

Experienced and specialised investment team
The strategy benefits from the expertise of dedicated biotechnology specialists with deep scientific backgrounds and a distinguished record of investing in biotechnology stocks. This highly specialised team is supported by the larger Janus Henderson health care team with over a century of combined health care investing experience.

Differentiated fundamental research
Seek to understand the science and the business to identify opportunities and mitigate the clinical and commercial risks inherent in the sector.

Disciplined investment process
Balanced across development stage, early commercial and profitable biotechnology companies and augmented by a differentiated Value at Risk Framework designed to mitigate the volatility associated with drug development.

This website is a marketing communication.

PORTFOLIO MANAGEMENT

Andy Acker, CFA

Global Life Sciences | Portfolio Manager

Industry since 1996. Joined Firm in 1999.

Daniel Lyons, PhD, CFA

Portfolio Manager | Research Analyst

Industry since 2000. Joined Firm in 2000.

Agustin Mohedas, PhD

Portfolio Manager | Research Analyst

Industry since 2014.

Documents