Glenview’s Larry Robbins Finds Value in What Could Be MVP Year for Stocks

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Mark Melin
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Larry Robbins of Glenview Capital likes to use basketball analogies when writing his investor letters.  As such, the manager of the $9 billion value hedge fund has started the year like Michael Jordan’s 1991 season: off to a strong start and looking like a breakthrough championship season. Also read: Glenview’s “Special Situation” Looks Like “Texas Hedge” Larry Robbins’ Net Returns Robbins delivered just over 10 percent in the second quarter along, as both his onshore and offshore offerings are posting net returns near 18 percent year to date, according to an investor letter reviewed by ValueWalk, this comes after posting…

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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.