Search This Blog

Friday, September 2, 2011

Third Point Monthly Performance

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

No comments: