Investing Tips From a Top-Performing Fund Manager

The video discusses successful stock picks in the biotech sector, highlighting companies like Neurocrine, Retrophin, Serep, and Assertive Pharma. It explains the investment strategy of holding long-term positions in R&D-intensive companies and contrasts it with other models. The speaker emphasizes a diversified portfolio approach, including biotech, spec pharma, services, and devices, to manage over 100 positions effectively.

Which company mentioned in the video was acquired by AstraZeneca?

• Assertive Pharma

• Serep

• Retrophin

• Neurocrine

What is the primary focus of the investment strategy discussed in the video?

• Cryptocurrency trading

• Real estate investments

• Long-term positions

• Short-term trading

How does the speaker describe their approach to picking investments?

• Based on market rumors

• Random and varied

• Impulsive and quick

• Careful and selective

What type of companies does the speaker's portfolio primarily consist of?

• Tech startups

• Automobile manufacturers

• Retail chains

• Biotech and spec pharma

What is the speaker's approach to smaller positions in their portfolio?

• Trade more frequently

• Invest more in them

• Ignore them

• Hold indefinitely