David@valuealigned.com
1-732-800-2375

Berk's Blog

Hedge fund is +6.0%; ValueAligned Model Portfolio +5.2%

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Mergers & Acquisitions Power VAP Portfolios

Mergers & acquisitions are mostly to thank for our YTD results through May 31, 2014.

5.31.2014

The hedge fund is +6.0% year to date, while other stock hedge funds are down -0.3%. The ValueAligned model portfolio is up +5.2% on the year while the S&P 500 index including dividends reinvested is up +5.0%.

Some of our best performing stocks this year are involved in mergers & acquisitions, and it’s one of the benefits of owning undervalued ValueAligned stocks – either good acquirers or good sellers when more value can be realized by selling out: Actavis (ACT, +27%), Williams Cos (WMB, +21%),General Dynamics (GD,+21%) DirectTV (DTV, +19%), Mckesson (MCK, +17%), and AstraZeneca (AZN,+19%).

Interested in learning more? Investing in stocks of great companies like these is easy with my firm ValueAligned Partners. Simply contact me at david@www.valuealigned.com or 732-800-2375.