The business value of small to mid-cap life science companies depends on the underlying science of their drugs.
Beacon VP Capital's objective is to generate consistent returns that outperform the S&P 500. This event-driven approach to investing generates returns that are less correlated with the broader financial markets.
Beacon VP Capital achieves its investment objectives by investing primarily in lesser known, micro to mid-cap biotechnology and pharmaceutical companies with pharmaceutical drugs at or near the final stage of the Food and Drug Administration (FDA) approval process.
Beacon VP Capital achieves these investment objectives by pursuing an investment strategy focused on scientific analysis, proprietary research and collective intelligence.
Beacon VP Capital's science based investments consist principally of a combination of securities and derivatives issued by micro to mid-cap biotechnology and pharmaceutical companies primarily operating in the United States.
Beacon VP targets drug applications in the FDA pipeline based on safety, efficacy, and probability of approval.
We use published clinical data to analyze the underlying science of a drug going through the United States Food and Drug Administration (“FDA”) approval process.
We screen companies with scheduled FDA events and then apply our research framework to identify drugs that have a high efficacy-to-safety ratio. Our data sources include primary scientific literature, company presentations, and SEC filings.
Click the chart for a more detailed look at our process.
We are a multidisciplinary team of Harvard/MIT scientists who are passionate about transforming scientific insights into actionable investment ideas.
Beacon VP Capital uses Separately Managed Accounts (SMA), a more transparent, client-centric model for portfolio management.
- As a separately managed account (SMA) client of Beacon VP Capital, investor gains increased portfolio transparency, tax management capabilities and flexible biotech portfolio tailoring.
- A separately managed account is a private portfolio of actively managed, individual securities. By not commingling assets with other investors, clients may closely monitor the portfolio’s progress.
- As a result of individual security ownership, separately managed accounts offer tax flexibility through tax gain/loss harvesting potentially reducing the tax impact of the portfolio.
- Each SMA account is protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000. Coverage does not provide against loss of market value of securities.
Beacon VP Capital accommodates both domestic and international investors.
For more information, contact us by phone at +1.704.644.9456 or email at email@example.com.