Larry Robbins of Glenview Capital Management was on CNBC recently discussing his views on HMA as well as the overall market. The fund has annualized around 15% net of fees since their inception in 2000.
Additionally they also recently went public with their campaign to replace HMA's board. Glenview owns around 14% of HMA. Below is their presentation where they campaign HMA shareholders for a change of the board and diagram the current board's history of ineffectiveness. Enjoy.
Revitalize-HMA-Presentation
For more information on Glenview's campaign with HMA take a look at the site they have set up: http://www.revitalizehma.com/
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