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LUNIS BIOTECH GROWTH
OPPORTUNITIES FUND

FOR GENERATING ALPHA

INNOVATION

LUNIS BIOTECH GROWTH
OPPORTUNITIES FUND

The LUNIS Biotech Growth Opportunities Fund is a fundamental investing biotechnology stock fund. Our portfolio companies are active in research and development as well as in the marketing of innovative medications, and thus are making promising contributions to developing new treatment therapies for a variety of diseases and making them accessible.

From biopharmaceuticals to medical devices, diagnostics, pharmaceutics, digital health and medical technology, our portfolio companies search for innovations that contribute to providing people with healthier, longer and more productive lives.

WITH THE LUNIS BIOTECH GROWTH OPPORTUNITIES FUND, YOU INVEST IN THE FIVE MOST IMPORTANT HEALTH CARE AREAS.

  • BIOTECHNOLOGY
  • DIAGNOSTICS
  • PHARMACEUTICALS
  • DIGITAL HEALTH
  • MEDICAL PRODUCTS

MEDICAL ADVANCEMENT

Many diseases are still incurable

Risk investments in disruptive biotech companies are necessary in order to make progress

The COVID-19 pandemic will continue to drive innovations and lead to additional investments in health care

Investors profit from rapid technological advances and clinical breakthroughs

MAJOR TRENDS

Consequences of increased life expectancy and the demographic change

Increase in age-related illnesses

Growing middle class: More and more people can afford access to pharmaceutical products

HEALTH CONSCIOUSNESS

Many people are living with great awareness of health and wellness

The new experiences for politics, society and the capital market caused by the COVID-19 pandemic will have long-term positive effects on the healthcare sector

TAKEOVERS AND PREMIUMS

Patents held by large pharmaceutical companies are expiring

Takeover smaller more innovative biotech companies in order to prevent loss of revenue and to expand the product pipeline

OPPORTUNITIES

  • Active management approach makes it possible to select from especially promising innovative securities
  • Participation in the growth in value of the global stock markets
  • Biotechnology is a future-oriented topic with promising earnings potential
  • Active risk management to secure gains
  • Exchange rate gains
  • Investments in small cap companies
  • Established investment process

RISKS

  • Industry concentration
  • Market, industry, and organisation-induced drops in stock prices
  • High price volatility because of the focus on growth stocks
  • Incorrect assessment in selecting individual securities
  • Country risk
  • Exchange rate risk
  • Investments in small cap companies
  • Use of financial derivatives
  • Liquidity risk

STOCK PICKING

The process of developing new medicines includes high risks (e.g. financial risk, regulatory risk)

Expert knowledge required

Companies are selected based on multi-stage fundamental bottom-up analysis

Successful experience in our network of experts makes it possible for us to quickly recognize opportunities

ACTIVE MANAGEMENT

We offer active management

Benefit: Less competition with large industrial investors and smaller analysis interests creates alpha potential

Capital preservation for the portfolio with value perspective and active portfolio construction depending on the market situation

EVENT-DRIVEN APPROACH

Biotech companies go through a cyclical process in the development of medications

Every phase of the approval process influences the stock price

Our disciplined process and well-found industry knowledge offer a competitive advantage in the analysis of the risk-return ratio

NO RESTRICTION

Possibility of investing in all market capitalisation segments (also micro/small caps) – preferred in later phases of product approval

Market capitalisation starting from USD 100 million up to a general maximum of USD 20 billion

Concentrated portfolio with diversification according to various illnesses and developmental phases

FOR WHOM WAS THE LUNIS BIOTECH GROWTH OPPORTUNITIES FUND DEVELOPED?

  • Funds as an addition for investors who want to achieved very high capital gains
  • Suitable for investors who are would like to invest in a broadly diversified portfolio of future-oriented biotechnology
  • Interest in achieving very high capital gains
  • For opportunity-oriented/speculative investors
  • Long-term investment (investment period of at least 15 years)
  • Investors with an aggressive risk budget that can can accept some significant fluctuations in the fund

PUBLICATIONS

For institutional investors

LUNIS BIOTECH GROWTH OPPORTUNITIES FUND I

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Für Privatpersonen

LUNIS BIOTECH GROWTH OPPORTUNITIES FUND P

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CONTACT PERSON

JULIAN BÖSCH

M. Sc., Fund Manager

Julian Bösch, M. Sc., has been part of the LUNIS team since January 2019 and specialises in supporting innovative investment strategies in the equity sector. He works in particular with the future-oriented areas of biotechnology and digitalisation. He brings many years of experience in portfolio management of complex investment strategies and in the trade of various public funds. Julian Bösch has been a member of numerous investment committees for several years as a specialist in capital markets and securities. He started his career in a family office and guided the establishment of the portfolio management for a wealthy family from the pharmaceutical sector. He holds a master’s degree in economics from the University of Basel with distinction.

KONTAKT

JULIAN BÖSCH

Portfolio Manager
Feel free to contact me
Phone: +49 (0) 711 20 70 207 14
Mail: julian.boesch@lunis.de