Glenview Delivers 19 Percent Return As Robbins Discusses the Road Ahead

Hedge fund manager Larry Robbins, the hockey playing head of Glenview Opportunity funds, is probably the master story teller in the hedge fund industry. With all due respect to Bill Ackman, whose team is also a master of shaping a public message, Robbin’s deep-dish pizza loving attitude puts him at a different level.

Upon reflection, what you notice is that each hedge fund manager is a specialist in their own right. Ackman is a master at the big picture. There is a certain air you can pick up, the air of someone who grew up among elites and understands how to subtly tweak the right...