Composite Portfolios

Biotech Composite

The Biotech Composite was created on January 31, 1994 and includes all institutional discretionary portfolios that have a mandate to take long positions in biotech equities. Accounts meeting this criterion must be under management for at least one full month to be included in the Biotech Composite. Currently, the composite consists of 4 portfolios.


Long/Short Biotech Composite

The Long/Short Biotech Composite was created on July 1, 2001 and includes all institutional discretionary portfolios that have a mandate to take both long and short positions in biotech equities. Accounts meeting this criterion must be under management for at least one full month to be included in the Long/ Short Biotech Composite. Currently, the composite consists of 1 portfolio.

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Healthcare Composite

The Healthcare Composite was created on January 1, 2002 and includes all discretionary portfolios that have a mandate to take long positions in healthcare and biotech equities. Accounts meeting this criterion must be under management for at least one full month to be included in the Healthcare Composite. Currently, the composite consists of 5 portfolios.


Generics Composite

The Generics Composite was created on July 1, 2004 and includes all discretionary portfolios that have a mandate to take long positions in generic and speciality pharmaceutical equities. Accounts meeting this criterion must be under management for at least one full month to be included in the Generics Composite. Currently, the composite consists of 2 portfolios.


Small Cap Healthcare Composite

The Small Cap Healthcare Composite was created on January 1, 2008 and includes all institutional discretionary portfolios that have a mandate to take long positions in small cap healthcare equities. Accounts meeting this criterion must be under management for at least one full month to be included in the Small Cap Healthcare Composite. Currently, this composite consists of 1 account.