Bill Ackman's Pershing Square Holdings has just released a presentation on its portfolio from a recent European investor meeting.
In it, the hedge fund outlines their thesis on various portfolio companies and updates regarding those positions. They also offer a look at their thinking on a recent addition to their portfolio: Valeant Pharmaceuticals (VRX).
Embedded below is Pershing Square's presentation from its recent European investor meeting:
You can download a .pdf copy here.
For more from this hedge fund, check out Pershing Square's annual report here.
Tuesday, April 28, 2015
Pershing Square's Presentation From European Investor Meeting
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