Third Point Up 16 Percent in 2013 After a Strong July

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As we mentioned last month, Dan Loeb has taken out lots of data from his monthly letters. However, there is still some interesting information on portfolio positioning, returns etc. Also if you have not already, check out Loeb’s comments from his Q2 letter and the Sony Conference call. Third Point is up 16 percent year to date, after a 3 percent return in July. Details below.

Third Point July letter

2013 7 July Monthly Report TPOU Third Point by ValueWalk.com

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After A Tough Year, Odey Asset Management Finishes 2021 On A High

For much of the past decade, Crispin Odey has been waiting for inflation to rear its ugly head. The fund manager has been positioned to take advantage of rising prices in his flagship hedge fund, the Odey European Fund, and has been trying to warn his investors about the risks of inflation through his annual Read More

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