Exome Asset Management

Exome Asset Management is an innovative asset management firm specializing in global healthcare investments. The firm focuses on both developed and emerging markets, conducting rigorous fundamental research to identify potential long-term winners throughout the healthcare sector. Exome aims to achieve long-biased returns with market-neutral risks by capitalizing on dislocations in relative values that may occur due to geographic influences. The firm's investment strategy encompasses a broad spectrum of healthcare subsectors, including pharmaceuticals, biotechnology, healthcare services, and medical devices. Exome employs a bottom-up approach, emphasizing fundamental analysis to uncover undervalued opportunities. The firm holds both long and short positions in companies diversified by geography and healthcare subsector, aiming to deliver superior returns for investors. Exome Asset Management has been recognized for its performance, being shortlisted for the HFM US Performance Awards in multiple categories, including Sector Specialist and Emerging Market Fund. The firm's commitment to excellence is further demonstrated by its participation in significant healthcare investments, such as the Series D1 financing of IMPACT Therapeutics, a biopharmaceutical company dedicated to the discovery and development of targeted anti-cancer therapeutics. Exome's leadership team includes Managing Partner and Founder Sam Isaly, who has spent the majority of his 45-year career focused on both developed and emerging markets healthcare. Exome Asset Management continues to expand its presence in the healthcare investment sector, leveraging its expertise to identify and invest in innovative healthcare companies worldwide. The firm's strategic initiatives and growth trajectory position it as a significant player in the global healthcare investment landscape.

Rigorous fundamental research, Long-biased returns with market-neutral risks, Capitalizing on geographic value dislocations