Exome Asset Management is an alternative investment company focused on the healthcare sector. It was founded in 2018 by Samuel D. Isaly. Subsectors that the fund specializes in are pharmaceuticals, biotech, life science tools, and medical and healthcare services.
Two primary strategies that the hedge fund utilizes are investing in mid- and large-cap companies from the United States and worldwide developed markets, and the emerging market investment strategy.
In their October letter, Isaly hared their views on the YTD performance and top contributors and detractors.
October Commentary
The Exome portfolio has 65 long and 61...
