Sectoral Asset Management is a Canada-based private equity firm specializing in managing public and private global investment portfolios in the healthcare sector. Founded in Montreal in 2000 by Jérôme Pfund and Michael Sjöström, Sectoral Asset Management has expanded its reach with the establishment of a Hong Kong office in June 2013 to enhance development and research in the region. Jérôme Pfund serves as a Responsible Officer under the Securities and Futures Commission.
Before founding Sectoral, Mr. Jérôme Pfund worked at Pictet & Cie in Geneva from 1989 to 1997, initially as a Portfolio Manager and later as Chief Investment Officer. In 1997, he moved to Montreal to become the CEO of Pictet & Cie's North American operations. Jérôme holds an MBA in Banking from the University of St. Gallen (1987) and earned his CFA charter in 1993. He was awarded the Financial Times Non-Executive Director Diploma in 2019. He co-founded the Swiss Society of Investment Professionals in 1996 and served on the CFA Institute Disciplinary Review Committee from 2006 to 2008. Additionally, he is a certified director from UCLA Anderson School of Management (2005) and a former captain of a Special Forces unit in the Swiss Army.
Sectoral Asset Management is a hedge fund managing $567,322,491 in discretionary assets (Form ADV from 2024-03-27), with its Q1 2024 13F filing reporting $254,377,367 in managed 13F securities and a top 10 holdings concentration of 45.13%. Their largest holding is LENZ Therapeutics Inc., with 1,068,675 shares held.
| Fund Name: | Sectoral Asset Management |
| Manager | Jérôme Pfund |
| Portfolio Value | $254,377,367 |
| Change This QTR | +1.10% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Lenz Therapeutics | 1,068,675 | $23,863,513 | NEW | 9.38% | ||
| 2. | LLY | 25,665 | $19,966,343 | -4% | 7.84% | ||
| 3. | Boundless Bio Inc | 855,875 | $12,196,219 | NEW | 4.79% | ||
| 4. | UNH | 23,175 | $11,464,673 | +23% | 4.5% | ||
| 5. | MRK | 86,500 | $11,413,675 | +9% | 4.48% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-14 | ||||
| 2024-02-14 | ||||
| 2023-02-13 | ||||
| 2023-02-13 | ||||
| 2022-02-11 |
