During the IOI Office Hours held last night, a tight group of IOI-ers discussed investing in the Trump era (we’ll have a longer piece out about investment implications of a Trump administration next week) and Erik fielded questions about Gilead’s patent pipeline.
Before we dove into the Q&A session, Erik made a five-minute presentation about the difference in approach between active and passive investing and explained the IOI Hybrid Approach. We’re happy to present a recording of this presentation below. Please reach out if you have any questions!