Institutional Investor has released an excerpt of their interview with Glenview Capital's Larry Robbins from the Delivering Alpha Conference. In it, Robbins talks about how the market will react to the Fed releasing the 'training wheels.'
He says Glenview has been actively focusing on companies actively deploying capital, taking advantage of cheap interest rates, etc. He likes companies that are "flush with cash, that have significant debt capacity, that are defensive and growing and that are trading at cheap valuations (maybe not as cheap as 2 years ago)."
For more from him, we've posted Robbins' 6 best ideas at the Delivering Alpha conference.
Embedded below is the video of Larry Robbins' interview:
For more from this conference, we've also posted an interview with Maverick Capital's Lee Ainslie.
Tuesday, August 12, 2014
Larry Robbins Focusing on Companies Deploying Capital
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