Global Healthcare Companies Diversified Investment... KTB Asset Management Launches New Fund Product

US Lazard Asset Management Entrusted... Applying AI to Also Track Patent Status

[Asia Economy Reporter Minwoo Lee] KTB Asset Management is launching a fund product that invests in healthcare-related stocks listed on global stock markets.

KTB Asset Management announced on the 23rd that it has launched the 'KTB Lazard Digital Health Top Stock Fund.'

This product invests in leading high-quality companies in the global healthcare industry. It selects and invests in 20 to 40 stocks through a multifaceted approach based on corporate fundamentals across the entire value chain of the global healthcare industry. It seeks excess returns by appropriately allocating investments between companies related to treatment after disease onset and companies related to prevention before disease onset. Additionally, to hedge against foreign exchange risk, it employs a currency hedging strategy at a level of 90% to 110% for foreign currency-denominated assets.

The delegated asset manager is Lazard Asset Management in the United States, which has already invested approximately KRW 16.5 trillion in the global healthcare industry. Based on years of investment experience and expertise, it is recognized as a leader in healthcare industry investment. In particular, it plans to proactively manage risks related to investee companies through an ESG (Environmental, Social, and Governance) integrated screening process.

Artificial intelligence (AI) algorithms are also utilized to reflect the latest industry trends in the management strategy. Besides corporate research analysts, AI developed internally by the asset manager monitors and analyzes patent application statuses related to the healthcare industry.

This product is currently available for subscription through NH Investment & Securities and KTB Investment & Securities. Seunghwan Lee, head of the Global Investment Team at KTB Asset Management, said, "Various new drug substances, treatment methods, diagnostic and preventive technologies are rapidly advancing in the global healthcare industry. At this point, where the average lifespan is increasing and the value-creation potential of the healthcare industry is growing, the KTB Health Top Stock Fund will be a good investment product from a long-term perspective."