Universal Health Services, Inc., Class B shares (UHS), the fund’s largest position, was up nearly 6%, contributing 79 basis points. The company continues to benefit from the Affordable Care Actii (“Obamacare“) as it reported strong fourth quarter results and forecast continued above average growth for 2015.
From Westport Asset Management (Trades, Portfolio)’s Westport Select Cap Fund Q1 2015 Commentary.
