Dan Loeb and David Einhorn are off to rough start for the year, as we noted earlier.
Loeb down 2.3% in January, Einhorn minus 2.8% – Greenlight Q4 here http://t.co/FlIdQtaGS3 $$
— ValueWalk (@valuewalk) January 31, 2015
Up-and-Coming Small- and Mid-cap Portfolio Managers #MICUS (Morningstar Conference)
Notes from Laird Bieger of Baron Capital, Mark Wynegar of Tributary Capital Management, and Amy Zhang of Alger Funds' presentation from the 2020 Monringstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Up-and-Coming Small- and Mid-cap Portfolio Managers Our manager research team has been publishing its semiannual Morningstar Prospects report for several years. Read More
Since we got Loeb’s stat sheet we decided to post on the site. Stay tuned for Loeb Q4 letter any day…
UPDATE: 2/3/2015 Ackman returns 0.6% in January – stat sheet below
[pdfjs-viewer url=https://www.valuewalk.com/wp-content/uploads/2015/02/Monthly-NAV-and-Performance-JAN-2015-Press-Release-1.pdf viewer_width=700px viewer_height=800px fullscreen=true print=true download=false openfile=false]
David Einhorn returns
Net Monthly Returns:
January 2015: (2.8)%
Net Quarterly Returns:
|Full Year||(2.8)(3)|| 8.8
As of 31-January-2015, the largest disclosed long positions in the investment portfolio are Apple, Consol Energy, gold, Marvell Technology, Micron Technology and SunEdison; our investment portfolio is approximately 104% long and 73% short. All exposure information is calculated on a delta adjusted basis and excludes credit default swaps, interest rate swaps, sovereign debt, currencies, commodities, and derivatives on any of these instruments.
Dan Loeb ?2.3%