Tuesday, March 10, 2009

February Hedge Fund Performance

Really just one relevant data point here: all of Paulson's funds down in February... we have been worshipping false idols... Zero Hedge is doubling down on JP being up in March as otherwise the end of the world must be nigh.

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5 comments:

Anonymous said...

millennium up again as usual

Anonymous said...

Paulson will probably be up big time in March. Look at 13F released last week; the biggest chunk - about 18% - of their equity portfolio was Rohm & Haas, which they snagged at an avg price of about $61 per share. Yesterday's news that the deal would go through - granted that Paulson doesn't get all $78 in cash - means that this will probably put him up in the 4-5% range for the month. Just a guess...

Anonymous said...

Paolo has left ....

Anonymous said...

Cheyne Special Situations. What a joke. -8.4% YTD. Only thing good is their offices next to Prince Charles.

Tyler Durden said...

Hey anonymous@7.28pm guy, you got a nice shoutout in the FT today:
http://ftalphaville.ft.com/blog/2009/03/11/53446/how-to-make-a-lot-of-money-from-uk-banks/