Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Capital US long stock portfolio as of Q4
2013:
Major activity in the quarter include substantial stake increases in her largest positions: Juniper Networks (JNPR) and Akamai (AKAM). A large 3.09% position in Molex (MOLX) was eliminated as well.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
Major activity in the quarter include substantial stake increases in her largest positions: Juniper Networks (JNPR) and Akamai (AKAM). A large 3.09% position in Molex (MOLX) was eliminated as well.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
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