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Health Trends

Providing programmatic exposure to sector outperformance through investment in thematic, innovative healthcare platforms and companies.

Overview

Launched in [November 2021], the fund targets equity investments across three key trends: new biotech and pharma companies that are most likely to benefit from the most innovative drug development technologies; companies spearheading digital transformation of the healthcare industry; and companies driving the transformation of business models towards more efficient use of healthcare budgets and increasing personalization of patient care (so-called “precision medicine”). With monthly liquidity, the fund seeks a target return of 25% annualised over 5 years period with annualised volatility of 20%. The fund benefits from the insights of a scientific advisory board and is led by asset management specialists with decades of aggregate experiences in healthcare and scientific innovation investment.

Insights

Market and portfolio insights, webinars and podcasts from across our Health Trends Fund to provide our investors with the guidance they demand to navigate the changing world we are living in.

Insights - Outlook 2022 Health Care

Over the next 12 months, COVID-19 will continue to play a swing factor in the healthcare industry.

Group Overview - 2022

Discipline. Focus. Clarity. These are what set us apart. Rather than chase every fad, we hone in on...

Signet FFF Health Trends (CY) - 2022

The Fund targets equity investments across three key trends: new biotech and pharma companies most likely to benefit from the...

Documents

Market and portfolio insights, webinars and podcasts from across our investment teams.

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Meet the team

Natalia Kovalevskaya
Natalia Kovalevskaya Portfolio Manager Health Trends

Natalia Kolvalevskaya has 14 years of professional experience in the financial industry in London, both in investment banking and investment management. Prior to joining Signet, Natalia invested in private healthcare companies in Europe and in the US. She also founded an investment platform for early-stage life sciences ventures supporting medical innovation. She has extensive experience sourcing, originating and investing across early- to late-stage biotech companies both private and public. Natalia started her career at Citi in London in Capital Markets Origination. She then moved on to Global Markets at VTB Capital London, Mizuho International and UBS Investment Bank where her expertise spanned various products and asset classes with a focus on global emerging markets and European institutional investors such as pension funds, hedge funds and real money investors. Natalia holds a BSc in Biochemistry from Imperial College London, MSc Management in Pharma from the London School of Economics and an MEng in Food Engineering from Moscow State University of Applied Biotechnology. Natalia is fluent in English, Russian, Italian, French and has some conversational German.

Yiyi Jiang
Yiyi Jiang Senior Analyst Pharmaceuticals

Yiyi Jiang is an Equity Analyst covering the healthcare sector at Signet Capital Management. Prior to joining Signet in 2021, Yiyi was a Senior Equity Analyst at HSBC Asset Management for more than six years covering Healthcare and Tech sectors in developed markets. Before that, she worked as Equity Analyst at Lombard Odier Asset Management and Strategic Investment Advisors. Following her BA in Finance from Renmin University, Yiyi completed her Masters in Economics from Yale University and PhD in Finance from IE Business School.

Dr Robert Shore
Dr Robert Shore Senior Analyst Biotech

Prior to joining Signet Management, Dr. Robert Shore was lead biotechnology analyst at Redburn, Europe’s largest independent equity research brokerage. This followed several years as a postdoctoral research fellow in molecular biology at Harvard Medical School, where he developed a model for the ZIKA virus through CRISPR gene editing. Robert holds an MSc in Bioscience Technology, a PhD in Neurogenetics from the University of St Andrews’ School of Medicine and is currently an MBA candidate at the University of Cambridge’s Judge Business School.

Serge Umansky
Serge Umansky Head of Health Trends

Serge Umansky is a Managing Director of Signet FFF Capital AG. He is a specialist in absolute return strategies with 12 years of experience in numerical analysis in engineering and over 25 years of investment and risk management. From 1977, he headed the research laboratory at the Ukranian Academy of Sciences in Kiev, focusing on numerical analysis and developing numerical models and software for aerospace applications. In 1989, he was hired by the Germany-based EWCO GmbH where he led implementation and support of financial management systems for corporate clients in Central Europe. In 1991, he joined WIR Corporation in the United States where he designed and developed computerised trading models and software tools for quantitative trading strategies. From 1993, he was appointed CIO of New Capital Markets in Washington, DC where he developed investment strategies, managed multi asset funds and designed proprietary portfolio management software. He then moved into a consultancy role with ICG consulting, L.L.C. for international debt restructuring advisory, private equity investments and research. In 1999, he joined Signet Research and Advisory as CIO where he was responsible for portfolio construction and investments selection, risk management, as well as quantitative and qualitative portfolio analysis. From 2016, he co-founded a number of Signet subsidiary advisory companies, Whiteridge Advisor SA in 2016 and Metadvice Limited in 2018. In January 2020, he was appointed CEO of Signet Capital Management Limited and acts as a head of Healthcare Investments team at Signet Global.