Below is a spreadsheet that highlights the changes to Dan Loeb's Third Point Portfolio US long stock portfolio as of Q1 2014. Please check
out our previous update to have an idea on how the portfolio is progressing:
To know more about Dan Loeb's Third Point, check-out his letters to shareholders at their site. His activist investing style that is epitomized by scathing letters to CEOs is covered in "Chapter 7: The Poison Pen: Dan Loeb, Third Point" in the book "The Alpha Masters: Unlocking the genius of the world's top hedge funds".
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
To know more about Dan Loeb's Third Point, check-out his letters to shareholders at their site. His activist investing style that is epitomized by scathing letters to CEOs is covered in "Chapter 7: The Poison Pen: Dan Loeb, Third Point" in the book "The Alpha Masters: Unlocking the genius of the world's top hedge funds".
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
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