Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Biotech
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 1, 2026 |
iMGP Small Company Fund D.F. Dent
|
View | AI, Biotech, Defense | AAP, AMKR, APPF, MANH, NVDA, PRM, RBC, UAMY | AI, Biotech, defense, growth, healthcare, Quality, small caps, technology |
| 2025 Q3 | Oct 21, 2025 |
Zeno Equity Partners LLP Cristiano Souza
|
View | Biotech | - | Compounding, Governance, Incentives, Leadership, Ownership |
| 2025 Q3 | Nov 5, 2025 |
Cove Street Capital Small Cap Value Fund Jeffrey Bronchick
|
View | Biotech | - | AI, industrials, private credit, small caps, Value Investing |
| 2025 Q3 | Oct 8, 2025 |
Orbis Global Equity Ben Preston
|
View | Innovation, Biotech, Healthcare, Value, Growth | ALNY, CRSP, GMAB, INSM | Biotechnology, Gene Therapy, healthcare, innovation, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Contrarius Global Equity Fund Simon Raubenheimer Stephen Mildenhall
|
View | AI, Biotech | BEAM, CRSP, NTLA, TSLA, WBD | Artificial Intelligence, Biotechnology, CRISPR, Gene Editing, Robotics |
| 2025 Q3 | Oct 14, 2025 |
RTW Investments Roderick Wong
|
View | Innovation, Biotech, Healthcare | - | Biotechnology, Clinical Trials, Gene Therapy, Healthcare Innovation, RNA |
| 2025 Q2 | Jul 30, 2025 |
REQ Global Compounders Oddbjørn Dybvad
|
View | Biotech | LMN CN, ROKOB SS, TOI CN | CashFlow, Compounding, Culture, Decentralization, M&A |
| 2024 Q1 | Mar 31, 2024 |
Mondrian Global Equity Fund Aileen Gan
|
View | Biotech | - | Concentration, liquidity, Passive, risk, valuation |
| 2023 Q4 | Dec 31, 2023 |
REQ Global Compounders Oddbjørn Dybvad
|
View | Biotech | - | CashFlow, Compounding, Decentralization, growth, M&A |