(Seeking Alpha) David Einhorn is narrowing his hedge fund’s focus on fewer names that he has more confidence in, after turning in its worst performance ever last year. “We entered 2019 with a portfolio consisting of fewer names than it did a year ago, but one that is more concentrated in our highest-conviction investments,” he told investors in a conference call discussing Greenlight Capital Re (GLRE -1.3%) results.
Einhorn’s Hedge Fund Focuses on Fewer, Higher-conviction Names
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