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
ISSN: 2151-1845 / CDC10004H
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