Dan Loeb’ Third Point RE investment portfolio returned 2.2% in December for a total gain of 23.9% in 2013. There are no details on positions, but that should be available when the December stat sheet and Q4 letter are released. For now see the PDF below for the latest information.
TPRE Investment Results December 2013 by ValueWalk.com
At this year's inaugural London Quality Growth Investor conference, Denis Callioni, analyst and portfolio manager at European investment group Comgest, highlighted one of the top ideas of the Comgest Europe Growth Fund. According to the speaker, the team managing this fund focus on finding companies that have stainable growth trajectories with a proven track record Read More