Search This Blog

Wednesday, January 18, 2012

Greenlight Capital Q4 2011 Letter

For the year Greenlight returned 2.9%, 2.7%, and 1.9% across their various funds. They have annualized 20% net of fees since inception. In the letter he discusses the European crises, some of his short positions (FSLR and GMCR) and his position that he shares with Kyle Bass on the weakening of the Japanese Yen. He also goes on to discuss Dell and Xerox is some detail.


No comments: