As Glenview reports performance near 18 percent year to date, the secret to their success has been investments in healthcare and technology. But the most interesting aspect of the story is what they are doing in the semiconductor industry and a "special situation" investment.
Also read: Glenview’s Larry Robbins Finds Value in What Could Be MVP Year for Stocks
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
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