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Krensavage Partners Having Strong 2018 Led By Contrarian Long

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Rupert Hargreaves
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According to its third-quarter letter to investors, a copy of which has been reviewed by ValueWalk, Krensavage Partners is having an exceptionally strong 2018.

Krensavage Partners

The health-care focused hedge fund managed by Michael Krensavage, was up 18.9% for the year to the end of September, compared to 10.6% for the S&P 500 and 16.6% for the S&P Healthcare Index.

Q3 hedge fund letters, conference, scoops etc

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Sector-leading

Over the past ten years, Krensavage has carved out a...

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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 Hedge Fund Alpha