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Billionaire Paulson's Picks Killed the Market in Q1: Healthcare Stocks Pave the Road to Success

2015-04-07 19:42:53| Apparel - Topix.net

John Paulson 's Paulson & Co had a great first quarter, achieving an average return of 5.6% from its 52 long positions in stocks with a market cap of over $1.0 billion, according to our returns methodology. The hedge fund's equity portfolio was made up of 62 long positions at the end of the fourth quarter, with 43% of those holdings being in the healthcare industry, and 25% belonging to the consumer discretionary sector.

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