Investing in Transformative Biotech Companies
Our two investment funds, Aescap Life Sciences and Aescap Genetics, invest in publicly traded biotech / life sciences companies. They both invest in high-growth, highly innovative companies that develop and market new medicines and, to a lesser extent, diagnostics and medical devices. The funds are registered with the Dutch Authority Financial Markets (AFM) and are managed by an experienced team with a great track record. The funds aim to generate preferred financial returns and in parallel impact the quality of live of millions of people. The name Aescap is derived from ‘Aesculapius’, the Roman god of Medicine, and ‘Capital’.
Net Performance
Per April 30, 2022
Net IRR
+6,1%
Net 2022 YtD
-22,8%
Net IRR
N/A
Net 2022 YtD
-16,2%
Biotech Market
The biotech sector, also known as the life sciences sector, is a large and fast-growing sector. This growth is driven by a globally aging population and the growing demand for western medicine in emerging markets. Another growth factor for the biotech sector is the high pace of innovation, which has taken big leaps in recent years in areas such as RNA, gene and cell therapies. These new medicines will replace the vast majority of medicine over the coming decade. With around 1000 public biotech companies in the Western world only it requires quite some expertise to navigate the investment landscape and find de-risked companies with a high earning power that are still undervalued.
Update via Webcast
Our monthly presentation for existing and interested investors is currently replaced by a webcast. The next webcast will be held on May 25, 2022 at 15.00 CEST
Meet the Investment Team
The Aescap investment team, led by Portfolio Manager Patrick Krol, consists of experienced professionals with different backgrounds, each playing an essential role in the performance of our biotech funds. The team manages portfolios of successful biotech companies with the aim to providing a good financial return to our investors, and in parallel contribute to improving the well-being of millions of patients.
Impact
The companies in the portfolios of the Aescap biotech funds address medical needs that are not met by products available today.
We believe everybody has the right to receive the best medical care available. Aescap’s investments have a substantial positive impact on society and result in an improvement of the quality of live of millions of people worldwide.
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Investment Strategy
Find out more about Aescap in this animation.
- Next-generation medicine
- Outstanding management
- High-growth companies
- Diversification within our focus
- Undervalued companies
- Buy and Sell discipline
Latest news
Aescap Genetics Newsletter Q1 2022
At the time of writing, Aescap Genetics has invested 71% of its assets under management in 18 companies.
Aescap Life Sciences Newsletter Q1 2022
The fund’s NAV fell 6.8% in the first half of March and then rose 10.8% in the second half. It seems that sentiment for biotech stocks has at least stabilized. The first quarter was a good period to include new companies in the portfolio.
Aescap Life Sciences Quarterly Update Q4 2021
The Year in Review and What is Coming Up. Looking back at 2021 we saw sharp declining biotech share prices as of mid-February 2021 around the so-called ‘Turn out of Tech’.