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BlueBox Precision Medicine Fund

Precision Medicine is the fundamental revolution in drug discovery and patient treatment of the 21st century. Traditional medicine is being transformed into patient specific solutions that treat disease at its underlying cause. This intersection of a genomic and biotechnology revolution is changing lives, now.

Fund Launch Date

28 February 2023

Return Since Launch (31/01/2024)

17.4 %

Annualised Return since Launch

19.0

BlueBox Investment Strategy

Precision Medicine

Precision Medicine is a transformational change in what humanity can do to improve people’s lives. It is a more targeted approach to medicine than the one–size-fits-all methods of the last 100+ years. Precision Medicine is only possible due to a confluence of major advances in genomics, molecular biology, biotechnology, chemistry and computing power. This wave of innovation has accelerated through the last 20 years and we expect decades of growth ahead as scientists knowledge grows. 

We expect Precision Medicine to lead to greater predictability and better returns for companies and society at large. We invest in companies that are developing, selling or enabling precision medicine and creating substantial value for their outside shareholders. 

"More than 25 years ago, as a teenager, I experienced the first "spark" which ignited my insatiable curiosity in medicine. Combining this with the skills needed to be an investor, in the era of Precision Medicine, is an absolute privilege and a joy."  

- Mark Dainty

The Fund

We normally hold 25 to 45 positions with a maximum weight of 10%, targeting mainly companies between $1 billion and $80 billion market cap. The fund is not benchmark oriented, keeps a low turnover in its positions and cash at minimum, usually below 10%. The UCITS Fund launched on 28 February 2023.

Overview

Thanks to advances in genomics, computing and biotechnology we can now target medicines to a patient’s specific disease driver, instead of using a one-size-fits-all approach. This change started in the 1990’s but really accelerated from 2010, first in rare genetic disease and certain cancers. There is a long way to go in just these areas, but decades of growth as we start breaking down more common diseases to actionable subtypes.

Portfolio

The primary focus is companies that develop, make, sell or enable Precision Medicines. A critical combination of science and holistic company analysis is key to our stock selection process.

Strategy

We focus on maximizing returns through a focus on companies, developing, selling, making or enabling Precision Medicine. We prefer multi-asset companies and look for barriers to entry, a strong strategy for the whole value chain and sustainable business models. We control the level of risk inherent in development stage companies through individual position sizes and at the portfolio level. Investing in enablers of Precision Medicine is a key part of our portfolio construction process.

BlueBox Precision Medicine Outlook Conference - 28 November 2023

SECTOR BREAKDOWN

  • Biotechnology
  • Life Sciences
  • Pharmaceuticals
  • Cash

Q&A with Mark Dainty

Have further questions about the fund, click on the video below to hear Mark Dainty briefly review key topics, such as: An overview of the Fund. How this fund is different? What is Precision Medicine? What is the impact of Precision Medicine? What we look for in an investment? The portfolio manager’s experience in the sector?

BlueBox Precision Medicine Fund

Meet the Portfolio Manager

Mark Dainty, MPharm, FCA

Lead Portfolio Manager BBPM

Find out more

Mark joined BlueBox in 2022 to launch the BlueBox Precision Medicine Fund. He has been researching and investing in the Healthcare sector since 2006. Prior to BlueBox he was the Lead Portfolio Manager of a pharmaceuticals and biotechnology fund at Norges Bank Investment Management for 6 years. He also spent 3 years at Blackrock as a global healthcare analyst and 6 years at Citi in a leading equity research team covering European pharmaceuticals. He holds a Masters in Pharmacy and became a Chartered Accountant (FCA) with KPMG. This combination is critical for evaluating businesses that create lasting value through innovation in the biopharmaceutical sector.

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Mark Dainty, MPharm, FCA

Mark joined BlueBox in 2022 to launch the BlueBox Precision Medicine Fund. He has been researching and investing in the Healthcare sector since 2006. Prior to BlueBox he was the Lead Portfolio Manager of a pharmaceuticals and biotechnology fund at Norges Bank Investment Management for 6 years. He also spent 3 years at Blackrock as a global healthcare analyst and 6 years at Citi in a leading equity research team covering European pharmaceuticals. He holds a Masters in Pharmacy and became a Chartered Accountant (FCA) with KPMG. This combination is critical for evaluating businesses that create lasting value through innovation in the biopharmaceutical sector.

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