Hedge Fund - Palo Alto Investors

Joon Yun And Patrick Lee Bio, Returns, AUM, Net Worth

Palo Alto Investors is founded by William Leland Edwards in 1989. Edwards retired in 2013. Palo Alto Investors is currently majority owned by Joon Yun (Anthony Joonkyoo Yun) and Patrick Lee. They both own more than 25% and less than 50% of the fund. Less than 5% of the fund is owned by Chief Compliance Officer Angela Nguyen-Dinh.

Palo Alto Investors invests mostly in small cap stocks with market capitalizations less than $10 billion. The firm typically focuses on healthcare sector and has more than $2 billion in AUM as of April 2021. Palo Alto Investors has only 5 investment professionals (Joon Yun and Patrick Lee are managing members and there are 3 other analysts), but all of them are physicians. Joon Yun and Patrick Lee are long-term oriented investors and their portfolio has very low turnover.

Joon Yun And Patrick Lee
Fund Profile
Filing Period:
Fund Name: Palo Alto Investors
Manager Joon Yun And Patrick Lee
Portfolio Value $1,293,496,000
Change This QTR +0.83%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port History
1. BMRN 2,139,614 $164,964 -4% 12.75%
2. NASD 494,397 $163,764 -5% 12.66%
3. INSM 5,881,299 $138,211 -3% 10.68%
4. UTHR 653,079 $117,169 -5% 9.05%
5. FOLD 9,903,761 $93,789 -3% 7.25%
News, Interviews and Investor Letters