Integrating fundamental analysis with quantitative strategies across Tech, Biotech, Crypto & Commodities
B.S. in Mathematics (Peking Univ.) | M.S. in Financial Math (Stanford) | PhD in Computational Math/Statistics + Postdoc in Biostatistics (Stanford)
10-year U.S. biotech equity investor | Ex-Partner at $15B AUM Deerfield Management
6-year Drug Developer (Genentech) | Ex-Board Director (Hallux, Sfunga)
9-year Editor-in-Chief, Contemporary Clinical Trials (SCI)
Lecturer at Stanford, Stony Brook, Columbia
Leading technology companies are accelerating value creation through AI, with the political and financial resources to shape the future way of life.
Increase in quantitative options trading in biotech. When fundamentals meaningfully change, quantitative models may misprice options in the days following value inflection events.
Increased recognition of gold and silver as stores of value against US dollars in evolving geopolitical environment. Silver's industrial value boosted by AI rise.
| Portfolio | Focus | Differentiator | Launch |
|---|---|---|---|
| SP1 | Tech + Biotech | Tech Leaders & Biotech Value Inflection | Jan 2025 |
| SP2 | Crypto (BTC/ETH) | High-conviction digital asset allocation | Jan 2025 |
| SP3 | Precious Metals (Gold/Silver) | Inflation-resistant anchor | Sep 2025 |
| SP4 | Dynamic Balancing (SP1+SP2+SP3) | Algorithmic asset class allocation | Sep 2025 |
No management fees | No performance fees on first 8% annual returns
No lock-up periods
Segregated portfolios mitigate cross-strategy risk
Unleveraged and low net-exposure (delta-adjusted net exposure under 40%)
+1 650-387-9052
zsu@bluestargm.com