BlueBox Asset Management published a manager commentary from portfolio manager Mark Dainty regarding the biotech sector in August 2026, highlighting the approval of Revolution Medicines Rasonque and Moderna/Merck's personalized cancer vaccine results.
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📈 Precision Medicine: Another Strong Month! 🧬 Here comes the August 2026 manager commentary from BlueBox Asset Management Precision Medicine lead portfolio manager, Ma…
Company
BlueBox Asset Management
Offering our Clients the Best Long-Term Thematic Investment Funds
- Industry
- Financial Services
- Location
- Geneva, CH
- Company size
- 11–50 employees
About BlueBox Asset Management
BBAM was formed in 2018 as a partnership between Blue Box Wealth Management and William de Gale, having just left BlackRock after 20 years investing technology equities and a decade running BlackRock's offshore global technology fund, BGF World Technology. The BlueBox Global Technology Fund was launched in March 2018, continuing William's very successful strategy of focusing principally on companies that are enabling the direct connection of computer systems to the real world - this Direct Connection lies behind everything that is currently exciting in technology. As the Fund grows, the company does too. BlueBox has since doubled in size and launched two more funds: Islamic Global Technology and Precision Medicine. We continue to fulfil our vision of offering our clients the best long-term thematic investment funds.
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Latest activity from BlueBox Asset Management
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Research & Knowledge
BlueBox Asset Management Global Technology Fund lead PM William de Gale discussed the tech rotation and AI investment shift in his August 2026 manager commentary.
Partnerships
BlueBox Asset Management reported that Uber is now partnering up with the Taxi unions it once fought to protect their dominance.
Presence & Recognition
BlueBox Asset Management met with co-founder and CEO Andrew Spence of Aspen in Edinburgh.
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