Worldwide Healthcare Partners, a subsidiary of Exome Asset Management is a fund focused on the Healthcare sector. Their investments are spread across several subsectors, including Pharmaceuticals, Biotech, Life Science Tools, Medical Devices, and Healthcare Services.
The founder and managing partner of the fund is Samuel D. Isaly a 45-year veteran of managing healthcare investments. Before founding Exome, he worked at Chase Manhattan Bank, Merrill Lynch, Legg Mason, and S. G. Warburg as a pharmaceutical analyst.
In the fund's latest letter to investors, they addressed the portfolio performance and overall situation in the healthcare sector.
Portfolio Condition: Big Players Underperform After Aggressive Sector Retraction
Worldwide Healthcare Partners (WWHCP) finished Q2 with 55 long and 47 short positions in the portfolio. This number doesn’t include fixed...
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