Updated Amp and Elite Portfolio Strategies (10/5/23)

Hedge Fund Favorites (I)

~30 top biopharma hedge fund holdings based on consensus and/or percent holdings;. This gives you investment ideas based on where top biopharma hedge funds have their money; uses a different strategy than our Hedge Fund Favorites (II) account.

Hedge Fund Favorites (II) (Previously Core Value)

~20 top biopharma top hedge fund holdings based on consensus and/or percent holdings; This gives you investment ideas based on where top biopharma hedge funds have their money; Uses a different strategy than our Hedge Fund Favorites (I) account.

Spread the Risk (StR)

~50 companies with promising clinical assets with established proof of concept that are top biopharma hedge fund holdings; Does not include commercial companies that are burning a lot of cash relative to revenue.

Run Up

~15-30 companies; Takes positions in any company in any of our other accounts within 1 year (usually within 6 months) of a Mover catalyst and then lowers/closes positions thru readout.

Amp Core

~15-30 companies with promising clinical assets with established proof of concept that have shown especially promising clinical results (or target a validated target with promising differentiation), including early commercial companies that are our highest conviction plays and/or hedge fund favorites.

If you are not a current BPIQ Elite or Amp subscriber, sign up today for instant access to these portfolios and to follow their trades.

This article is NOT legal, investment or tax advice. Please do your own diligence before making any investment decisions.