[contact-form-7 id="15592" title="Tell me more"]

Contact Next Edge Capital

1 Toronto Street, Suite 200
Toronto, ON M5C 2V6

Telephone: 416.775.3600
Toll-free: 1.887.860.1080
Fax: 416.775.3601
Email: info@nextedgecapital.com

Next Edge Bio-Tech Plus Fund

Next Edge Bio-Tech Plus Fund

OVERVIEW

INVESTMENT OBJECTIVES

  • The Next Edge Bio-Tech Plus Fund (the ‘Fund’) aims to achieve long-term capital appreciation through the ownership of small and mid-capitalization biotechnology and healthcare companies based in the US and Canada
  • Sector exposure Includes: biotechnology, specialty pharma, medical devices, diagnostics, drug delivery, bioinformatics, agriculture & healthcare services

THE BIOTECH OPPORTUNITY

Investing in companies of the future: A unique, well defined process of investing in North American small and mid-capitalization biotechnology companies.

Features

  • Technology has fused with biotech to accelerate drug discovery
  • Innovation from research & development facilitates higher success rates on discoveries emerging from the clinic
  • The regulatory environment has become more flexible and adaptive in both the USA and Europe
  • In the opinion of the Fund’s Portfolio Manager, there is potential for an unprecedented period of value creation in biotechnology
  • Investing in healthcare contributes to funding the development and delivery of life saving and quality-of-life solutions

Opportunity:

  • Investing in companies that have the potential to be tomorrow’s winners
  • A unique, well-defined investment process of investing in companies in the biotech area
  • Risk managed with hedging overlays to reduce sector volatility and binary event risk that are common to companies in the biotech sector
  • Human genome decoded in 2000 has transformed knowledge enabling significant breakthroughs

PORTFOLIO MANAGERS

EDEN RAHIM
Portfolio Manager

Eden Rahim is the Portfolio Manager for the Next Edge Bio-Tech Plus Fund. The only dedicated Biotech Mutual Fund in Canada. Since the inception the Fund has substantially outperformed its Benchmark. Eden also possesses a top quartile 5-year 5-Star growth fund Portfolio Manager track record over $ 1 billion in assets across 4 mandates at RBC Global Asset Management, in addition, Eden has delivered a +26% compounded annual return across a biotechnology mandate between 1995-2003. He also has extensive institutional hedging experience through major crises, and the structuring of Notes to create specific payoff profiles.

Eden’s experience includes over two decades of the portfolio and hedge fund money management. Options Strategist, Derivatives & Biotech analyst and portfolio manager. He has managed and traded an options book spanning 250 + securities globally and 4 commodities, with the open interest of 500,000 contracts in addition to 14 Covered Call ETFs (over $0.7 Billion AUM) in Canada, US & Australia employing his dynamic options writing discipline at Horizons Exchange Traded Funds.

Eden is a regular guest speaker about the biotech industry on Bloomberg TV and BNN as well as an author and contributor to many industry sources and major press articles in the US and Canada. For 3 years he has been a Panelist at the prestigious Bloom Burton Healthcare Conference.

 

MICHAEL BIRD
Associate Portfolio Manager

Michael Bird is the Associate Portfolio Manager and Trader for the Next Edge Bio-Tech Plus Fund. Mike possesses over twenty-five years of options and derivative trading experience. He has previously Vice President and head of the equity derivative group at Desjardins Securities.

Other previous experience includes working as a Vice President and Senior Trader in the equity derivatives group at RBC, and Vice President at CIBC/Wood Gundy, and options and proprietary trader at BNS. Michael has served on the TSE Derivative Markets Committee and is a Director and Chair of the Audit Committee of Intrinsyc Technologies Corporation (TSX: ITC).

Fund Type
Mutual Fund Trust
Inception Date
January 2015
Minimum Initial Investment
CAD $5,000
Purchases / Redemptions
Daily
Management Fee
Class A
2.25% per annum; (1% Servicing Fee)
Class F
1.25% per annum
Performance Fees
20% of gains greater than the performance of the percentage gain or loss of the S&P/ TSX Capped Health Care Index (40%); and the percentage gain or loss of the NASDAQ Biotechnology Index (60%)
Valuation Pricing
Daily
Fund Codes
Class A - NEC 213
Class F - NEC 214