Seeking Alpha – If there’s one overwhelming theme we’ve seen from hedge funds as of late, it would be the ‘long high quality large caps’ trade. Whitney Tilson and Glenn Tongue’s hedge fund T2 Partners further verify this with their latest bullish presentation on Anheuser-Busch Inbev, Microsoft, and BP. These are some of the largest companies in the world and T2 sees value in their shares. While value is the underlying theme, Tilson and Tongue are bullish on each respective company for very different reasons.
Hedge Fund T2 Partners on BP, Microsoft and Anheuser-Busch InBev
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