Halvorsen’s Viking Rebounds This Year Despite its Short Book

In a letter to clients obtained by Alpha, the Tiger Cub details what has boosted its long portfolio and explains why it has a big bet on Facebook.

O. Andreas Halvorsen, Viking Global Investors
(photo credit: Matthew Staver/Bloomberg)

O. Andreas Halvorsen’s Viking Global Investors is off to a pretty good start this year after losing money in its long-short fund last year.

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