Aescap

Aescap manages two concentrated, high-conviction funds — Aescap Life Sciences (launched 2016) and Aescap Genetics (launched 2022) — that invest exclusively in publicly listed biotech and life sciences companies. Each fund holds approximately 20 carefully selected positions chosen on the basis of strong management, proprietary technology, distinctive medicines with robust competitive moats, significant growth potential, and attractive valuations derived from DCF analysis. The funds target companies with the potential to more than double their share price over 4–5 years, with a medium-term net annual return target of 20%+. Geographic focus is on Western Europe and North America, where biotech innovation is most concentrated. Aescap Genetics specifically targets companies at the forefront of gene, cell, and RNA therapy — treatments that address the root cause of diseases rather than symptoms. The investment team, which has personally invested more than €40 million in the funds, applies a private-equity mindset to public markets, combining fundamental valuation with intensive management dialogue and AI-driven data science.