biotech exposure

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 22, 2024 by David Morehead · across every show →

Everything said about biotech exposure, oldest first

Apr 22, 2024 bullish
Disclosure
Morehead: Baylor tripled biotech exposure in 2022 following 60% drawdown
“But in 2022, we basically tripled our biotech exposure when the small cat biotech was down 60% over the year.”
David Morehead Apr 22, 2024 ▶ 30:08 David Morehead – Top Down Allocation at Baylor (EP.381)
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