BAKER BROS. ADVISORS LP

BAKER BROS. ADVISORS LP

BAKER BROS. ADVISORS LP
Last update 2020-03-19 90 Stocks (6 new)
Value $18.52 Bil Turnover 4 %
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BAKER BROS. ADVISORS LP Profile

Baker Bros. Advisors is a private hedge fund sponsor that is based out of New York City. The company was established in 2000 by Julian Baker and Felix Baker, who continues to have an active role in the company today acting as its co-managing members. Julian Baker has a business background from Harvard and Felix Baker has a PhD in Immunology from Stanford. The company currently has 25 employees with 11 of them being investment advisory professionals or researchers. Baker Bros. Advisors currently falls into the category of catering to less than 10 clients. The firm utilizes a fundamental driven approach to make its investment decisions, emphasizing life sciences companies. The company holds its investments usually for three years, although its more successful investments are held for longer. Baker Bros. Advisors invests almost exclusively in the health care sector, with a much lesser degree of assets allocated in the industrials sector. The firm’s top holdings currently include Pharmacyclics Inc., which alone makes up almost a fifth of its total asset allocations, Incyte Corporation, Synageva Biopharma Corporation, Seattle Genertics Inc., Salix Pharmaceuticals Inc., Acadia Pharmaceuticals Inc., and Biomarin Pharmaceuticals Inc., with its top ten holdings making up more than three quarters of its total holdings. Baker Bros. Baker Bros. Advisors does not believe in diversifying its portfolio, instead focusing on specific companies that it has deemed to be good holdings and placing concentrated positions in their securities that can generate significant returns in the long term. The company has a current market value of over $12 billion, investing almost all of its total available assets. Advisors’s market value has been increasing significantly over time, growing from its $5 billion market valuation just two years prior in 2013 to well over twice that amount today. Baker Bros. Advisors currently provides its products and services to a variety of university foundations, and families.

BAKER BROS. ADVISORS LP Investing Philosophy

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