As we reported yesterday, Loeb is up 3.1% for the first quarter of 2014.
— ValueWalk.com (@valuewalk) April 1, 2014
Long ago we stopped posting the monthly returns as formal articles, because Loeb started excluding a lot of interesting info, but below you can find a short breakdown of portfolio positioning.
Stay tuned for Loeb’s Q1 2014 letters likely out in the next few days. Sign up for our free newsletter to ensure you do not miss our coverage.