Goldman Notes Similarities, Divergences In Hedge Fund, Mutual Fund Portfolios

Hedge funds and discretionary mutual funds are overweight health care and consumer discretionary stocks, a June 5 Goldman Sachs Kickstart portfolio strategy document notes, but hedge fund managers don’t necessarily see eye to eye with mutual fund managers on the energy sector.  Hedge funds are decidedly overweight the energy sector while mutual funds are underweight. Hedge funds like tech names such as Apple Computer, Microsoft, Direct TV Hedge funds and mutual funds also have differing opinions on individual names in media and information technology stocks, the report noted. Popular names among the hedge fund set include Apple Computer, Microsoft, Yahoo…