Larry Robbins’ Glenview Capital Management’s Opportunity Fund delivered 7.2% during the first quarter, significantly outperforming the S&P 500. In this article, I’m taking a closer look at some of the fund’s top calls during the quarter and outlook for the rest of the year.
If you’re interested in a condensed version of the fund’s performance during the quarter, ValueWalk author, Mark Melin has put together a brief overview here.
Glenview: AbbVie
After talking up AbbVie at the Sohn Conference earlier this year, Larry Robbins continued to tout the stock in Glenview’s first quarter letter.
Robbins says that he sees a 100% upside for AbbVie from present levels. Glenview believes that AbbVie is widely misunderstood and, as a result, materially...
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