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Kyle Bass
13F Watch: Funds Add Health Care and Trim Technology as Activists Take Center Stage
In the first quarter of 2013, institutional investors added to their equity holdings in the healthcare sector while reducing their exposure to the technology stocks. Among the most widely held stocks, portfolio managers as a group added to positions in Citigroup (C), Johnson & Johnson (JNJ), Microsoft (MSFT), and BlackRock (BLK), and trimmed positions in Apple (AAPL), Oracle (ORCL), Pfizer (PFE), and Coca-Cola (KO).
Kyle Bass on Japan’s Debt Crisis: This Is How It Falls Apart
Hayman Capital’s Kyle Bass sees Japan in “its final checkmate phase” at the end of a 70-year debt supercycle. Bass will be speaking at the 66th CFA Institute Annual Conference in Singapore.