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2019 Sohn Investment Conference Notes: Larry Robbins, Glenview Capital On Healthcare Ideas

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Jacob Wolinsky
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Larry Robbins
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Rough notes of Larry Robbins, Founder, CEO and Portfolio Manager of Glenview Capital Management, from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

Larry Robbins

Larry Robbins (Founder CEO & Portfolio Manager: Glenview Capital Management) Short: 3M (MMM)

Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $7.6B investment management firm in its 19th year of operation. Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Headquartered in New York City, Glenview has...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid