Blue Harbour Ups its Stakes in Allscripts Healthcare Solutions
Blue Harbour raised its stakes in Allscripts Healthcare Solutions (MDRX) in 4Q14. The company accounts for 5.91% of the fund’s portfolio in 4Q14.
Why small-cap stocks have been lagging behind in 2014
For example, at least historically, small cap valuations have been more sensitive to changes in monetary conditions than their large-cap counterparts, and this was evident last week.