Investment Objective
The Catalio Global Innovative Healthcare Long/Short UCITS Fund is a fundamentals-driven long/short equity strategy with a focus on global healthcare equities across sub-sectors: innovative drugs, devices, diagnostics and data. The strategy, with a variable long-net position, centres around the identification of mis-priced risks in clinical strategy, regulatory strategy, IPs, manufacturing and commercial strategy while focusing on an in-depth, bottom-up, fundamental research.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.8 | 0.9 | 0.1 | 0.4 | 1.0 | 0.2 | 0.8 | 0.2 | 0.7 | 0.3 | 0.9 | 0.2 | |
| 2023 | 0.5 | 0.9 | 0.8 | 0.2 | 0.7 | 0.5 | 0.6 | 0.1 | 0.9 | 0.4 | 0.4 | 0.1 | 0.0 |
