Sectoral Asset Management
Sectoral Asset Management is a Montreal-based, employee-owned investment advisor exclusively focused on global healthcare equities and venture capital, serving institutional investors, private banks, family offices, and high net worth individuals across North America, Europe, and Asia Pacific.
- Company typePrivate
- Founded2000
- HeadquartersMontréal, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Sectoral Asset Management does
Sectoral Asset Management is a Montreal-based, SEC-registered investment advisor exclusively focused on the global healthcare sector, founded in October 2000 and 100% employee-owned. The firm operates from three offices in Montreal, Geneva, and Hong Kong, serving institutional investors, mutual fund companies, private banks, family offices, and high net worth individuals across North America, Europe, and Asia Pacific. Its product platform spans three public equity strategies (Healthcare Portfolio Strategy created 2002, Biotech Portfolio Strategy created 1994, and Emerging Markets Healthcare Strategy created 2011), two venture capital funds (NEMO for late-stage biotech and medtech in North America and Europe; FMV launched in 2023 for early-stage Canadian medtech), and two Actively Managed Certificates (Emerging Markets Healthcare Value Basket and Event-Driven Healthcare AMC). The Biotech Strategy is cited as one of the world's longest track records in managing biotech equities.
The firm distributes through direct institutional sales, sub-advisory mandates, segregated portfolios (minimum USD 5M), regulated funds distributed in Luxembourg, Switzerland, Germany, Austria, Italy, Spain, Sweden, and the United Kingdom, and Actively Managed Certificates issued through Bank Julius Baer & Co. Ltd. and UBS AG. Revenue is generated through management fees on public equity and venture strategies, advisory fees (typically 1.00% per annum on AMCs), administration fees (0.30% per annum on AMCs), and performance fees (10% per annum on AMCs), all structured as recurring subscription-based or managed-services revenue tied to AUM.
The technology stack is a proprietary investment management platform for global healthcare equities and venture capital, supported by primary fundamental research and operational expertise of investment professionals with advanced degrees in science, medicine, engineering, or business, most of whom are CFA charterholders. At least 80% of assets are deployed in companies addressing unmet medical needs, reflecting a stated thesis that financial performance aligns with broader health impact.
Sectoral Asset Management firmographics
Firmographics- Name
- Sectoral Asset Management
- Legal name
- Sectoral Asset Management Inc.
- Website
- https://sectoral.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sectoral Asset Management is a Montreal-based, employee-owned investment advisor exclusively focused on global healthcare equities and venture capital, serving institutional investors, private banks, family offices, and high net worth individuals across North America, Europe, and Asia Pacific.
- Ownership category
- akta.pro rank
Sectoral Asset Management industry classification
Industry- Product category
- Healthcare Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)
Keywords
Where Sectoral Asset Management is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Sectoral Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Management Fees: Asset management fees charged for managing public equity and venture capital healthcare investment strategies for institutional and private investors.
- Advisory Fees: Annual advisory fees charged on Actively Managed Certificates (AMC), typically 1.00% per annum.
- Performance Fees: Performance-based fees on investment returns, typically 10% per annum on Actively Managed Certificates.
- Administration Fees: Annual administration fees on investment products, such as 0.30% per annum on AMCs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Actively Managed Certificates with Emerging Markets Healthcare focus |
| Subscription | Annual | Event-Driven Healthcare AMC |
| Other | Multi-year contract | Segregated Portfolios |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels2 records
Sectoral Asset Management product offering
Product offeringCore offering
Sectoral Asset Management manages public equity and venture capital investment portfolios exclusively focused on the global healthcare sector. The firm offers three public equity strategies (Global Healthcare, Biotech, Emerging Markets Healthcare), two venture capital funds (NEMO for late-stage biotech/medtech in North America and Europe, and FMV for early-stage Canadian medtech), and Actively Managed Certificates. It serves institutional investors, mutual fund companies, private banks, family offices, and high net worth individuals globally.
Product overview
Sectoral Asset Management is an investment management firm exclusively focused on the global healthcare sector, offering both public equity and venture capital investment strategies. The public equity arm provides three core strategies: the Healthcare Portfolio Strategy (created 2002), the Biotech Portfolio Strategy (created 1994, with one of the world's longest track records in biotech equities), and the Emerging Markets Healthcare Strategy (created 2011). The venture capital division manages two funds: NEMO (New Emerging Medical Opportunities) targeting late-stage biotech and medtech companies in North America and Europe, and FMV (Fonds Medtech Ventures) focused on early-stage Canadian medtech companies. Additionally, the firm offers two Actively Managed Certificates (AMCs) - the Emerging Markets Healthcare Value Basket providing exposure to value-oriented emerging markets healthcare companies, and the Event-Driven Healthcare AMC offering concentrated exposure to high-conviction healthcare opportunities with defined catalysts.
Differentiator
Problem solved
Functional benefit
Brands
- NEMO (New Emerging Medical Opportunities): Late-stage venture capital strategy focused on innovative biotech and medtech companies across North America and Europe.
- FMV (Fonds Medtech Ventures)
Products and services
- Healthcare Portfolio Strategy Global healthcare equity investment strategy consisting of discretionary portfolios with mandates to take long positions in global healthcare equities, available to institutional investors, private banks, and family offices.
- Biotech Portfolio Strategy Biotechnology equity investment strategy consisting of institutional discretionary portfolios with mandates to take long positions in biotech equities, with one of the world's longest track records in managing biotech equities.
- Emerging Markets Healthcare Strategy Emerging market healthcare equity strategy consisting of discretionary portfolios with mandates to take long positions in emerging market healthcare equities, available to institutional and professional investors.
- New Emerging Medical Opportunities (NEMO) Late-stage venture capital fund investing in clinical stage biotech and medtech companies across North America and Europe at Series B or later stage, where Sectoral leads or co-leads initial investments and typically holds board representation.
- Fonds Medtech Ventures (FMV) Canadian medtech-focused venture capital fund targeting early-stage Canadian medical technology companies at Series A or first institutional round stage, where Sectoral acts as lead for the majority of initial investments.
- Sectoral Emerging Markets Healthcare Value Basket AMC Actively Managed Certificate providing exposure to a portfolio of high-quality Emerging Markets healthcare companies with low valuation relative to history/peers, competitive products/services or pipeline assets, and clear catalysts.
- Event-Driven Healthcare AMC
Quantifiable outcome
- At least 80% of assets invested in companies tackling unmet medical needs and improving health and well-being globally
Companies that use Sectoral Asset Management
Customer profileSegments5 records
Ideal customer profiles5 records
Sectoral Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sectoral Asset Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
Sectoral Asset Management competitors and assessment
Company assessmentDirect peers
- OrbiMed Advisors: OrbiMed is a healthcare-dedicated investment firm managing public and private healthcare strategies across all stages. Like Sectoral, it is a vertical specialist in the healthcare sector, making it the closest comparable in terms of focus and product breadth.
- RA Capital Management: RA Capital is a healthcare-focused investment manager that combines public equities with late-stage private investments. Its cross-stage healthcare mandate mirrors Sectoral's NEMO + public equity structure.
- Baker Bros. Advisors: Baker Bros. is one of the most established biotech-specialist investment advisors with a long track record managing dedicated biotech equities. Its focus on biotech equities with deep scientific expertise directly parallels Sectoral's Biotech Strategy.
- Perceptive Advisors: Perceptive is a healthcare-focused investment firm running both public equity and private credit/venture strategies in life sciences. The combination of public healthcare equities with venture/private exposure matches Sectoral's dual-platform model.
- EcoR1 Capital: EcoR1 is a biotech-specialist investment manager founded by a former Sectoral-adjacent PM. It pursues a similar concentrated, science-driven approach to biotech equities and venture.
- Cormorant Asset Management: Cormorant is a healthcare-focused investment manager combining public equities with venture investments in biotech and medtech. Its dual public-private healthcare strategy makes it directly comparable to Sectoral's NEMO and public equity business.
- Tekla Capital Management: Tekla is a healthcare-dedicated investment manager with public equity and venture capital strategies focused on life sciences. The specialized healthcare focus and multi-strategy approach make it a direct comparable.
Broad incumbents
- T. Rowe Price (Health Sciences): T. Rowe Price is a large diversified asset manager with a dedicated Health Sciences equity franchise. It competes for institutional healthcare mandates but as one of many strategies within a much broader firm.
- Fidelity (Health Care & Biotech funds): Fidelity operates dedicated healthcare and biotech mutual funds as part of a broad multi-asset platform. It serves institutional healthcare mandates but its scale and breadth contrast with Sectoral's pure-play model.
- Franklin Templeton (Healthcare): Franklin Templeton offers dedicated global healthcare and biotech strategies within its broad multi-strategy platform. As a larger diversified manager with healthcare specialization, it competes for similar institutional mandates but lacks Sectoral's pure-play focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Sectoral Asset Management social profiles
Digital presenceSectoral Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sectoral Asset Management leadership team
Management profileNumber of profiles
Profiles9 records
Sectoral Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sectoral Asset Management M&A and investment
M&A and investmentM&A
Investments61 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sectoral Asset Management
What does Sectoral Asset Management do?
Sectoral Asset Management manages public equity and venture capital investment portfolios exclusively focused on the global healthcare sector. The firm offers three public equity strategies (Global Healthcare, Biotech, Emerging Markets Healthcare), two venture capital funds (NEMO for late-stage biotech/medtech in North America and Europe, and FMV for early-stage Canadian medtech), and Actively Managed Certificates. It serves institutional investors, mutual fund companies, private banks, family offices, and high net worth individuals globally.
Is Sectoral Asset Management a public or private company?
Sectoral Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Sectoral Asset Management founded?
Sectoral Asset Management was founded in 2000. It employs 11 to 50 people.
Where is Sectoral Asset Management based?
Sectoral Asset Management is headquartered in Montréal, Canada, in the North America region.
How does Sectoral Asset Management make money?
Four revenue lines are on record. Management Fees are the primary driver. The others are advisory Fees, performance Fees and administration Fees.
Who are Sectoral Asset Management's main competitors?
Direct peers on record are OrbiMed Advisors, RA Capital Management, Baker Bros. Advisors, Perceptive Advisors, EcoR1 Capital, Cormorant Asset Management and Tekla Capital Management. Broad incumbents are T. Rowe Price (Health Sciences), Fidelity (Health Care & Biotech funds) and Franklin Templeton (Healthcare).
Does Sectoral Asset Management have an API?
No public API is recorded for Sectoral Asset Management.
What industry is Sectoral Asset Management in?
Sectoral Asset Management's product category is Healthcare Asset Management. Its primary akta.pro industry code is FSANAAAD, Sector-Focused Venture Capital (Vertical Specialists). Its NAICS code is 523940 and its SIC code is 6282.