Seeking Alpha
Profile| Send Message|
( followers)

by Maz Jadallah

Nothing puts a cap on a roaring year for stocks like the performance in our top ten clone portfolios. These clones returned two and three times your money in 2009. How? Baker Bros focuses on medical and pharmaceutical companies and hit home runs with Vanda Pharmaceutical (NASDAQ:VNDA) and Ariad Pharmaceutical (NASDAQ:ARIA). Pershing Square did well with Borders Group (BGP) and General Growth Properites (GGWPQ.PK). OZ Mangement "banked" on the financial sector and succeeded with investments in Bank of America (NYSE:BAC) and State Street (NYSE:STT).

Greywolf Capital bet and won big with investments in mobile operator IPCS Inc (IPCS), shipping and logistics operator Navios Maritime (NYSE:NM), and security firm Protection One Inc (PONE). Rounding out the top ten, Symphony Asset Management did very well with Walter Energy (NYSE:WLT) and Fortress' Top Holding clone benefited from having Brookdale Senior Living (NYSE:BKD) as its top equity position throughout most of the year.

Finally, Eagle Value Partners did well with Interface Inc (IFSIA), Whirlpool Corp (NYSE:WHR) and Discover Financial Services (NYSE:DFS). Here's the top ten list:


Source: Top Ten '09 Clone Portfolios