Sio Partners Targets Cancer Treatments and SPACs for Growth

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Rupert Hargreaves
Published on

Sio Partners, the specialist healthcare hedge fund, returned 0.9% net of fees and expenses in January, compared to a loss of -1% for the S&P 500 and a gain of 1% for the MSCI World Healthcare Index. Long investments contributed 12.6%, according to a copy of the firm’s letter, which ValueWalk has been able to review, while short positions detracted -10.7% from the performance. Q4 2020 hedge fund letters, conferences and more Since its inception in June 2006, Sio has returned 10.6% per annum, compared to 13.3% for the MSCI World Healthcare benchmark. In 2020, Sio added 11.3% net of…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk