Absolute Return Symposium stock picks: Sunbelt banks, semiconductors and guns

By Lawrence Delevingne

Mon Mar 25, 2013

Managers picked their favorite longs and shorts in a best ideas session.

Managers of the largest hedge funds may be piling into large caps like AIG and Google, but the real alpha is in smaller, largely overlooked companies, according to hedge fund managers at the Absolute Return Symposium Thursday.

Four portfolio managers presented their best ideas during the session. Patrick Wolff of San Francisco-based $150 million Grandmaster Capital Management recommended going long hunting, fishing and outdoor gear retailer Cabela's because of its growing store base and competitive position; strong customer relationships;...

ISSN: 2151-1845 / CDC10004H


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