Tracking Taconic's Top Picks

Taconic Capital Advisors is one of the hedge funds we are tracking very closely. The fund's manager, Frank Brosens, has built an equity portfolio of about $2.6 billion, and he made some curious additions to it during the first quarter of 2013. Among the newcomers to his portfolio are the notorious Dell (DELL) and the British entertainment and communications provider Virgin Media (VMED). Let's analyze the numbers behind the moves.

The full 13F filing can be found here. It's important to track hedge fund sentiment, because on the whole, these funds' best picks have been shown to outperform the market. Retail investors can capitalize on this phenomenon, but they have to know where to look....595 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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