Loeb And Einhorn Off To Rough Start In 2014 – ValueWalk Premium
Dan Loeb

Loeb And Einhorn Off To Rough Start In 2014

Dan Loeb and David Einhorn are off to rough start for the year, as we noted earlier.

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://valuewalkpremium.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]

 Also see Dan Loeb Not Long UPS, Likes Ackman, 3G

David Einhorn returns

Net Monthly Returns:

January 2015: (2.8)%

Net Quarterly Returns:

 2015 2014 2013 2012 2011
1st……….    (2.8)%(2) (0.7)% 5.8% 6.5% (3.4)%
2nd………  –    8.1 2.0 (3.3) (1.9)
3rd……….  –  (3.7) 4.0 8.8 0.1
4th……….  –   5.3  6.6 (4.4) 7.6
Full Year  (2.8)(3)   8.8
19.6 7.1 2.1 


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%

Dan Loeb


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