Glenview performance relative to the general stock market, which has been more positive, is an issue the hedge fund is addressing. Larry Robbins is “owner of a lonely heart,” he lamented in a first quarter letter to investors as he reflected on what has been challenging Glenview performance. But look on the bright side, he told investors, pointing to the propensity for the market to come towards his world view and positive performance to return, according to a letter to shareholders reviewed by ValueWalk. Glenview performance has a history of delivering positive performance after a drawdown, fund points out There…
Shorts, Long Healthcare Bets Hurt Glenview Performance In 2016
Mark Melin
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.