(HedgeCo.Net) When Bridgewater Associates adjusts its equity exposure, markets tend to pay attention—not because Bridgewater chases short-term performance, but because its positions often reflect deep macro judgments about where the global economy is headed. The firm’s recent purchases of Dell Technologies and UnitedHealth Group are a case in point.
At first glance, the two companies seem to have little in common. One is a legacy technology hardware and enterprise infrastructure provider. The...
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