Glenview Likes AbbVie, Brookdale And Marty Lipton

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Rupert Hargreaves
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Larry Robbins’ Glenview Capital Management’s Opportunity Fund delivered 7.2% during the first quarter, significantly outperforming the S&P 500. In this article, I’m taking a closer look at some of the fund’s top calls during the quarter and outlook for the rest of the year. If you’re interested in a condensed version of the fund’s performance during the quarter, ValueWalk author, Mark Melin has put together a brief overview here. Glenview: AbbVie After talking up AbbVie at the Sohn Conference earlier this year, Larry Robbins continued to tout the stock in Glenview’s first quarter letter. Robbins says that he sees a…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk