In this episode of Without Boundaries, host Jon Eggins sits down with Matt DeCicco, a leader on Lord Abbett’s equity investment team and portfolio manager on the firm’s Innovation Growth Equity team, with a focus on biotech and healthcare innovation. With an MS in Biotechnology, Matt combines deep scientific expertise with decades of equity investing experience.

Topics include:

• Why biotech investing is a repeatable process even when revenues are years away

• The small-cap opportunities in oncology and rare diseases
• How conviction, clinical evidence and price trends impact portfolio allocations
• The role of AI in speeding drug discovery and creating differentiation across companies
• Developing Russell Investments’ customized biotech strategy for high-growth healthcare