September Third Point Reinsurance Ltd. Investor Presentation

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September Third Point Reinsurance Ltd. Investor Presentation


A short investor presentation from Dan Loeb’s Third Point Reinsurance, nothing too exciting, but it sheds some light on Loeb’s investments, the re-insurer and readers usually like the slides so enjoy (see returns through August 2014 here).

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  • Third Point LLC owned and led by Daniel S. Loeb

 

  • 21.1% net annualized returns since inception in 19955

 

London Value Investor Conference: Joel Greenblatt On Value Investing In 2022

The first London Value Investor Conference was held in April 2012 and it has since grown to become the largest gathering of Value Investors in Europe, bringing together some of the best investors every year. At this year’s conference, held on May 19th, Simon Brewer, the former CIO of Morgan Stanley and Senior Adviser to Read More

  • Risk-adjusted returns driven by superior security selection and lower volatility
  • Exclusive relationship through 2016, followed by successive 3-year terms on renewal

 

  • Investments are managed on substantially the same basis as the main Third Point LLC hedge funds

 

  • We pay the standard 2% management fee and 20% performance allocation. The performance allocation is subject to a standard high water mark

 

 

 

  • Restrictions on leverage, position concentrations and illiquid, private investments

 

  • Key man and performance termination provisions

 

  • Allowed to diversify portfolio to address concerns of A.M. Best or regulator(s)

 

 

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Third Point Reinsurance TPRE Investor Presentation Sept 2014 v001 n5w7gf

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