Best ideas from Contrarian, Hildene, Stelliam and others

November 06, 2012   Lawrence Delevingne, Rob Copeland



Top investment picks from the Absolute Return Symposium.


As is fast becoming tradition, the Absolute Return Symposium ended two packed days with a series of "Best Ideas" presentations from a group of managers with a diverse array of investment recommendations.

Here are their picks:

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Data

April 2013 Global indices

Composite
Index Composite
GlobalApr 13YTD%
Composite0.74%3.96%88%
Emerging Market Debt1.05%1.81%93%
Emerging Market Equity0.60%4.50%95%
Equity0.50%5.65%85%
Event Driven0.80%4.35%80%
Macro0.67%2.62%78%
Managed Futures1.50%2.99%93%
Single Manager African0.67%4.49%100%

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