Samsung Active Asset Management Lists KoAct US Biohealthcare Active ETF

On November 11, Samsung Active Asset Management announced the listing of the new 'KoAct US Biohealthcare Active' ETF, which selectively invests in US biohealthcare companies with technological capabilities. This is the first domestic active ETF to focus on US biohealthcare companies.

KoAct US Biohealthcare Active is the US version of KoAct Biohealthcare Active, which has established itself as a leading domestic bio ETF with net assets of 300 billion won. The ETF actively seeks out and invests in US biohealthcare companies that are leading the global innovative therapeutics and medical device industries.

Rather than focusing on large pharmaceutical companies that prioritize acquisitions, the ETF aims for excess returns over its benchmark by investing in mid-sized biohealthcare companies with promising new drug development pipelines and high potential for mergers and acquisitions (M&A). Over the past five years, most innovative therapeutics have been developed by mid-sized and small bio companies, and this trend is expected to continue.

Another advantage of active management is the ability to quickly include promising companies that are rapidly emerging through synergies with artificial intelligence (AI) technology. The global AI healthcare market, which stands at approximately $38 billion as of 2025, is projected to grow to about $674.2 billion by 2034. Various biohealthcare fields, such as data platforms and biomarker technologies, are already advancing through the use of AI.

Going forward, the AI healthcare market is expected to expand beyond rapid and accurate diagnosis to include new drug development and the bio-robotics sector. KoAct US Biohealthcare Active plans to swiftly invest in new bio companies emerging through the convergence with AI.

Jo Hangit, manager at Samsung Active Asset Management, stated, "Active management is more advantageous in the US biohealthcare market, which is led by innovative therapeutics and medical devices, as it allows for swift investment in promising companies." He added, "We plan to actively identify alpha stocks by thoroughly reviewing clinical success potential, capital-raising capabilities, technological competitiveness, and marketability, and by holding one-on-one online and offline meetings with the management of US biohealthcare companies."

This content was produced with the assistance of AI translation services.