Ex-Farallon Execs See Healthcare As Ripe For Shorting Regardless Of ACA Future

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Rupert Hargreaves
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Updated on

Route One Investment fund returned 2.54% net of all fees for investors for the fourth quarter of 2016. Over the year, the fund returned 11.39% net of all fees compared to 11.95% for the S&P 500 according to a January 26th copy of the fund’s fourth quarter and full year letter to investors, which has been reviewed by ValueWalk. Also see: 2016 Hedge Fund Letters Unlike many other fund letters, the multi billion dollar hedge fund founded by long-time Farallon Capital Partners, Bill Duhamel, Jason E. Moment, Ashish H. Pant and Richard H. Voon, Route One Investment’s fourth quarter note…

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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