Two Picks that Fit the Theme for Jordan Opportunity
Jordan Opportunity manager Jerry Jordan on the fund's stake in Myriad Genetics and NetEase.
Ryan Leggio: I know you run a relatively concentrated portfolio. Are there any names in particular that you've bought recently that just have terrific risk-adjusted dynamics?
Jerry Jordan: Sure. I mentioned Myriad Genetics. This is an incredible company. They've got a number of products that sort of fall into the OB/GYN space. Their big one is called BRAC Analysis, which is their own proprietary diagnostic test for telling whether you have a biological precursor potential for breast cancer. With the idea that if you can catch this early enough you can do, say, a lumpectomy or something so that people don't have to have a mastectomy. Or in situations where maybe there is a big family history, you can really stay on top of it.
Ryan Leggio does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.