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Tag: Investment Strategy

Larry Robbins-inspired hedge fund investor on a Wall Street hockey rink, representing Glenview Capital, CVS activism and high-conviction investing.

🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡

Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒

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Tags: 13F, Agilent Technologies, Amazon, AMZN, capital allocation, Carpe Diem, CarpeDiem, concentrated investing, CVS, CVS Health, CVS stock, Danaher, FUNanc1al, FunFund Index, Glenview Capital, Glenview Capital Management, GlenviewCapital, Global Payments, GPN, healthcare investing, HealthcareInvesting, hedge fund managers, hedge fund portfolio, hedge funds, HedgeFunds, hockey, institutional investors, investing, investment strategy, Larry Robbins, LarryRobbins, LongTermInvesting, Meta Platforms, portfolio management, Q2 2026 13F, smart money, stock market, Tenet Healthcare, THC, Thermo Fisher Scientific, TMO, value investing, ValueInvesting
Ron Baron amid Tesla and SpaceX imagery illustrating Baron Capital’s patient growth strategy, concentrated bets and long-term compounding.

🚀 The House of Elon & Patience: Inside Ron Baron’s Compounding Engine 🪐🎢

Ron Baron built an investing career around a deceptively difficult idea: find exceptional businesses, back exceptional leaders and wait. We examine Baron Partners Fund, its huge SpaceX and Tesla exposure, long-term compounding record—and the concentration risk that comes with conviction.

 

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Tags: Baron Capital, Baron Partners Fund, BaronCapital, BPTIX, buy and hold, compounding, Elon Musk, featured-hedge-funds, FUNanc1al, fund analysis, FunFund Index, growth investing, GrowthInvesting, high conviction investing, hub-hedge, investment strategy, long-term investing, LongTermInvesting, mutual funds, MutualFunds, portfolio concentration, private markets, Ron Baron, RonBaron, SpaceX, stock market, Tesla, ValueInvesting
A glowing world map highlighting emerging markets with rising stock charts and global connectivity, symbolizing long-term investment growth through Baillie Gifford’s strategy.

Baillie Gifford (BGKEX): 40% Returns, 7-Year Bets — Is This the Ultimate EM Growth Fund? 🌏

A 40% year, a 7-year mindset, and a bold bet on global growth—Baillie Gifford’s Emerging Markets fund might be one of the most interesting long-term plays today.

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Tags: Alibaba, Baillie Gifford, BaillieGifford, BGKEX, emerging markets fund, emerging markets stocks, EmergingMarkets, featured-hedge-funds, FUNanc1al, funanc1al funds, FUNanc1al Investing, fund analysis, global equities, growth investing, GrowthInvesting, hub-hedge, Investing2026, investment strategy, long-term investing, MercadoLibre, mutual funds, Samsung, StockAnalysis, Tencent, TSMC