Baker Brothers are undoubtedly better stock pickers than Neil. I just hope retirees in the UK are diversified enough to absorb and transition away from his fund -- unless he pulls a miracle out of his arse. Elders do not typically have time to financially recover from substantial financial mistakes.
The Baker Brothers is THE TITAN in EMERGING BioTechs (NO Big Pharms in Baker Bros portfolio unlike MANY others I have become acquainted with for well over a decade).
SADLY it was heretofore never acknowledged.... like way too many other CONFIRMATORY vantage points I gathered since 2014! to not only validate but CERTIFY my senses of this board and it’s Pied Pipers.
BTW: Neil Woodford is NOT a stock picker as certified by many independent observers in Europe: see my posts over the last two weeks re Woodford
Neil Woodford’s’ past glory days were with Large Industrial co’s in which his Asset Allocation to various out of favor industries AND AVOIDING various industries generated way above average long term returns UP TO 2013! He was never known as a stock picker!
The board has come a long way, but patchup’s (DRACONIAN Realized Losses on both the common shares and most especially CALL Options for many are irreparable!)are too little and WAY too LATE(5 yearS!).
This is but ONE of a long litany of taking the WRONG path at many key NWBO inflection points.
Successful investing is indeed an Art Form vs that of a Science which is part of the TOOL KIT!
All one has to look at is NWBO’s CEO Linda Powers MONUMENTAL REALIZED Long Term GAINS in Cognate BioServices and obviously that of Sawston: LONG TERM VISIONARY along with the necessary legal prowess to protect what she has uncovered from that of vultures whether Big Pharma or Illegal Market Manipulating Naked Shorts using various tools from their Weapons of Mass Destruction wanting NWBO’s carcass in the last few years.