Henri Blomster
Portfolio manager, Asilo Asset Management, Asilo Asset Management
Henri Blomster is an investor and a doctor of cell biology, a portfolio manager at Asilo Asset Management. Asilo\u2019s strategy seeks the coming winners of winner-takes-all markets and exits once a company already is the winner. From this follows his caution about pharmaceuticals: the tight regulation of clinical research puts companies, in his view, on the same line, making performance differences hard to find. A guest on Negotiator in 2023 and 2025.
Topics: Investing & Markets · SaaS & Software
Latest English episode: Berkshire, Novo and Hims | Henri Blomster, Jesse Viljanen | Negotiator 330
