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.

What was the significance of the company Assertive Pharma in the investments?

What is the investor's approach to trading smaller positions?