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The fund trimmed and exited several positions, pivoting segment exposure toward technology in the wake of economic uncertainty Daniel Loeb’s New York-based hedge fundThird Point LLC this week reported its latest trades and movements for the March quarter. Known for the firm’s aggressive investment strategies and relentless pursuit of profits, Loeb is often seen as an unapologetic activist investor. He has built a reputation for shaking up established companies and pushing for change in their management and operations. With an uncanny ability to identify undervalued assets and overlooked opport...
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Dan Loeb’s letter to Third Point investors for the fourth quarter ended December 2022, discussing his new long position in AIG. Dear Investor: During the Fourth Quarter, Third Point returned 1.2% net in the flagship Offshore Fund and 1.2% net in the Ultra Fund. Assets under management on December 31, 2022 were approximately $12.6 billion. Q4 2022 hedge fund letters, conferences and more The top five winners for the quarter were Pacific Gas and Electric Co. (NYSE:PCG), Bath & Body Works, Inc. (NYSE:BBWI), Twitter, Inc. (NYSE:TWTR), DuPont de Nemours, Inc. (NYSE:DD), and TJX Companies, Inc (NYSE...
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The 2023 proxy season has not officially begun, but activists are already making demands and threatening proxy fights for the New Year. As of December 16, there were 235 outstanding demands by partial and full-time activists at 108 companies, according to Insightia data. Activist Campaigns That May Turn Into Full-Fledged Proxy FightsHere are eight current activist campaigns that look most likely to turn into full-fledged proxy fights. Q4 2022 hedge fund letters, conferences and more Politan Capital At Masimo Corp.Demands: Gain board representation. Medical technology company Masimo Corp (NASDA...
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Dan Loeb says management pay is “untethered to important performance metrics” On Thursday, the Fintel platform reported that Dan Leob’sThird Point LLC filed a 13D form with the SEC disclosing ownership of 13.8 million Bath & Body Works, Inc. (NYSE:BBWI) shares, or 6.02% of the company. The fund pushed the company to refresh its board and reduce management compensation in favor of shareholder returns. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If ...
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