This content is from: Portfolio Proxy Advisors Back Allergan Over Appaloosa in Latest Scuffle Appaloosa wants to replace Allergan’s chairman and install an independent pharmaceutical executive in that role. ISS and Glass Lewis recommend that shareholders vote against it. By Alicia McElhaney April 15, 2019
This content is from: Premium Mergers Boost David Tepper’s Appaloosa Tepper’s fund and other hedge funds are benefiting from this week’s deals to acquire Caesars and Allergan. By Stephen Taub June 25, 2019
This content is from: Premium Sarissa’s Healthy Returns Follow Long Activist Campaign Sarissa founder Alex Denner, who previously worked for Icahn Capital, posted huge gains last year. By Steve Taub January 30, 2020
This content is from: Premium Falcon Edge Heavily Revamped Its Top Holdings The Tiger Grandcub surged in April after making major changes to its largest positions in the first quarter. By Stephen Taub May 18, 2020
This content is from: Portfolio Morning Brief: Paulson Favorite Allergan Continues Its Slide The pharmaceutical stock, the largest long holding of Paulson & Co., is now in negative territory for the year. By Amy Whyte September 22, 2017
This content is from: Premium David Tepper’s Appaloosa Sharply Boosts Bet on U.S. Stocks The eclectic investment firm increased the size of its stock portfolio for the first time in four quarters. By Stephen Taub May 17, 2019