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 (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.