One way to look at it29 Oct 2020 18:19
I was thinking that if all were reset and I had to choose between Vulpes coming in for 15 percent or so, or Redmile at 25 percent-ish, which would I choose? I have to say that while Vulpes have a great track record, they did have that rather odd 2 million sell which had a far greater effect on the sp than it did on their holding. Redmile on the other hand are much larger, even better connected and are pharma specialists, and USA based. Nothing against Vulpes per se at all, but only the silver medal for them.