Jeremy Zhou Profile Picture
  • Education UC Berkeley
  • Qualifications BS Nutrition & Toxicology; Masters of Public Health; Registered Dietitian; CFA Charterholder
  • Job Title Director of Healthcare and Research
  • Industry Financial Services
  • Investment Experience 10 years

Jeremy Zhou

Individual Investor

My academic background includes a B.S. degree in Nutrition & Toxicology and a Masters of Public Health (MPH) with an emphasis on Epidemiology from UC Berkeley. I am also a Registered Dietitian (RD) and a CFA Charterholder. I’ve been investing for about 10 years. I work for a financial data and analytic company that serves primarily buy-side managers, where I have been the Director of Healthcare Research for over three years.

Investment models

  • Jeremy Zhou Biotech and Medtech

    See full details
    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Equity
    • Cap Bias Small Cap
    • Geography Global
    • Style Sector Focus
    Performance
    • 3.8%
      90 day
    • 23.6%
      365 day
    Avg. Sub.
    • 3.4%
      90 day
    Monthly vs S&P500
    jermey zhou - biotech and medtech
    -2.9% 12 months
    3
    2% fee

Model commentary

  1. Simple trumps complex for biotech stock investing

    3 November 2012

    Here are the core questions I ask when valuing biotech stocks.

  2. Anatomy of a Biotech Trade: Transcept Pharmaceuticals 24 September 2012
  3. How I approach biotech investing 16 April 2012
  4. My top 10 money lessons from 2011 20 January 2012
  5. What Steve Jobs teaches us as investors 13 October 2011

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.