Gotham, JANA, Omega, T2 push U.S. stocks

By Rob Copeland

Sat May 12, 2012

“The market, as twitchy as it is, has overreacted to some bad news, and it’s providing a lot of opportunities,” says Barry Rosenstein of JANA.

LAS VEGAS -- Halfway across the country from Omaha, a host of hedge fund managers offered up their best value stock picks at the SALT Conference in Las Vegas.

They all agreed on one theme: There is serious money to be made in U.S. stocks. "Everything's pretty cheap," said Joel Greenblatt, founder of Gotham Capital. "The prospects over the next...


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