In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening!

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Show Notes

(0:00) — What is Precision Medicine and Life Sciences

(11:15) — Small Markets, but Higher Prices

(22:24) — Why Precision Medicine is like Dating Apps

(27:56) — Investment Strategy and Portfolio Construction

(47:20) — Two Stocks: Natera ($NTRA) and Guardant Health ($GH)

(54:24) — Risk of the Unknown?

(1:02:55) — Revolutions Medicines ($RVMD)

(1:11:10) — Financial Modeling

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"

The Synopsis

Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"