Glenview's "Special Situation" Looks Like "Texas Hedge"

As Glenview reports performance near 18 percent year to date, the secret to their success has been investments in healthcare and technology. But the most interesting aspect of the story is what they are doing in the semiconductor industry and a "special situation" investment.

Also read: Glenview’s Larry Robbins Finds Value in What Could Be MVP Year for Stocks

In the quarter the hedge funds long positions were a +19.5 percent positive contribution, while the short portfolio subtracted -7.42 percent from results, based on an investor letter reviewed by ValueWalk.

Glenview’s top winning individual positions

The top winning individual positions included...