It's funny goodluck http://losamigoshogar.com.ar/testosyn-xpi-c602.pdf#tap testosyn gnc  In all, ValueAct's fund was up 20% through the end of September, which was about four times better than the average hedge fund did in the first nine months of the year. It helps that ValueAct is a long-only fund at a time when the market has been generally headed up. But ValueAct is also a concentrated portfolio. The fund owns just 12 stocks, which increases the risk the fund will falter. But Ubben and his partners have clearly been choosing their investments wisely.