Les stocks à éviter ( vendre ) pour 2012 selon Halvorsen

Ole Andreas Halvorsen one of the most successful Tiger cubs. Norwegian Halvorsen launched Viking Global at the end of 1999 with former Tiger employees David Ott and Brian Olson. Viking Global returned an astonishing 89% after fees in its first full year.Viking is a long/short global equity fund with a bottom-up stock picking approach. Brian Olson left Viking in 2005 and David Ott stepped down in 2010. Between June 2005 (when Ott became the CIO of Viking) and March 2010, Viking Global returned 119% vs. 11% for the MSCI World Index. Viking Global charges 1.5% management fees and 20% incentive fees from investors. Viking Global Equities lost 1.9% in 2008, gained 20% in 2009, and returned 3.8% in 2010.

Viking Global performed much better than most hedge funds in 2011 as well. The fund was up 7.8% through December 23.

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JPMORGAN

CHASE & CO

JPM

VIACOM INC NEW

VIA.B

SEAGATE TECHNOLOGY

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JOHNSON CONTROLS INC

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MARSH & MCLENNAN

MMC

BLACKROCK INC

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MOSAIC CO.

MOS

MORGAN STANLEY

MS

MARRIOTT INTERNATIONAL

MAR

HCA HOLDINGS INC

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AGRIUM INC

AGU