Below please find Third Point's monthly performance data for August. As you can see Dan Loeb and company have done pretty good and managed to be up 3.9% YTD. This is likely due to their heavy exposure to gold as well as a number of event driven investments that have been less correlated with the market. Interestingly enough we see he initiated a new large position in Technicolor - I bet we will get a full donwload on the thesis in the Q3 letter. Enjoy.
Third Point August