Visium Asset Management

Visium Asset Management is a healthcare focused hedge fund with an outstanding track record. Its largest positions were in pharmacy companies, drug companies, and health insurance companies. Hedge funds that are focused on a specific sector usually does better than a hedge fund without a specific sector focus.

Here is a recent article from hedgie tracking website Insider Monkey about Visium Asset Management:

Even though Visium Asset Management’s long stock picks performed worse than the market, four of its top five stock picks managed to beat the market. Visium Asset Management also used put options to hedge its exposure. These put positions helped Visium Asset Management to outperform the market since June. We believe investors can outperform the market over the long-term by focusing on Visium Asset Management’s best stock picks.