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Healthcare Asia Momentum

2025 hedge fund winner: healthcare + Asian equities momentum

Healthcare + Asia Momentum

3Y
Total Return
+42.8%
3Y
Sharpe Ratio
0.60
3Y
Max Drawdown
-21.5%
3Y
Win Rate
53.5%
3Y
Alpha
-10.5%
3Y
Comp. Score *
0.14
Risk Parameters
Max Allocation7.2%
Stop Loss17.2%
Take Profit12.0%
Max DD Tolerance21.5%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.
TimingSAFE TO BUY. *
ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
JNJ BUY 18% 12.8% below entry 8.9% above entry 9.6% TVYH
LLY BUY 38% 27.6% below entry 19.2% above entry 4.5% TVYH
MRK BUY 27% 19.8% below entry 13.8% above entry 6.2% TVYH
REGN BUY 35% 25.5% below entry 17.7% above entry 4.8% TVYH
ISRG BUY 32% 23.2% below entry 16.1% above entry 5.3% TVYH
TM BUY 30% 21.7% below entry 15.1% above entry 5.7% TVYH
ABBV BUY 26% 19.1% below entry 13.3% above entry 6.4% TVYH
INFY BUY 30% 21.6% below entry 15.0% above entry 5.7% TVYH
TSM BUY 42% 30.1% below entry 21.0% above entry 4.1% TVYH
XLV BUY 15% 11.1% below entry 7.7% above entry 11.1% TVYH
EWJ BUY 21% 15.0% below entry 10.5% above entry 8.2% TVYH
EWT BUY 26% 18.6% below entry 12.9% above entry 6.6% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -28% drawdown to return 228% long-term. - Exit rule: Exit if 3+ holdings break below their long-term trend simultaneously.

Avg 5Y Return
103.1%
Avg 5Y Sharpe
0.7
10Y Return
228.1%
10Y Sharpe
0.62
HODL Composite
0.78
Consistency
85%
Suitable for passive
Yes