Hedge funds trade in and out of stocks but they also have some core holdings that they keep in their portfolios for long periods of time. We have extracted the most valuable long term holdings of John Paulson‘s Paulson & Co in terms of their portfolio contribution, as of the latest 13F filing with the […]
Last month was good to JP.
Billionaire hedge fund manager John Paulson, who runs $18 billion Paulson & Co., is off to a solid start so far this year. Bloomberg News' Simone Foxman reports that the fund's unlevered merger-arbitrage fund, Paulson Partners, rose 3% in February, while the levered version, Paulson Partners Enhanced, climbed 6.5% last month. Show More Summary
John Paulson‘s Paulson & Co has been having it rough for the past two years, as far as stock picking goes. A sour bet on Whiting Petroleum Corp (NYSE:WLL), failed investments in Fannie Mae and Freddie Mac, and the failure of AbbVie Inc. (NYSE:ABBV) to acquire Shire PLC (ADR) (NASDAQ:SHPG) were the highlights of its […]
Hedge fund manager John Paulson stuck with his holding in the world’s biggest gold exchange-traded product at a time when other investors were dumping the metal. ||| New York - Billionaire hedge fund manager John Paulson stuck with his holding in the world’s biggest gold exchange-traded product at a time when other investors were dumping the metal. Show More Summary
Dalio’s Bridgewater Fund Said to Rise 8.3% in January (Bloomberg) Ray Dalio’s Bridgewater Associates posted an 8.3 percent gain in January in one of its hedge funds, according to a person familiar with the matter. The $160 billion Westport, Connecticut-based firm posted the gain in its Pure Alpha II fund, said the person, who asked […]
Last month was kind to John Paulson
DuPont to Add 2 New Directors, but None From Peltz’s Slate (New York Times) DuPont plans to change the lineup of its board members — but won’t draw from the nominees proposed by the activist investor Nelson Peltz. The chemical maker said on Thursday that it would replace two of its existing directors with people […]
Paul De Grauwe, John Paulson Chair in Political Economy at the London School of Economics, gives his thoughts on the ECB meeting this Thursday, where Mario Draghi is expected to announce a programme of quantitative easing. IT APPEARS...Show More Summary
Hedge Funds Had a Horrible Year, But Managers Are Billionaires (New York Post) Hedge funds just finished one of their worst years in recent memory — but their high-paid managers are doing just fine. Some 39 hedge-fund managers made Forbes’ just-released billionaire list for 2014. Hedge funds, on average, returned just 2 percent last year, […]
Investors in Paulson & Co.’s Advantage funds did not have a great year. It wasn’t quite 2011, but a 36% loss in no less unpleasant just because you suffered a 51% loss three years earlier. On the other hand, losing 51% and surviving—nay, thriving—does mean that a 36% loss won’t necessarily kill your confidence. Show More Summary
John Paulson and Carl Icahn have bet billions on a recovery in energy stocks, which has cost them billions in the last few months alone.
It was a party fit for billionaires inside Christine and Stephen Schwarzman’s luxurious Park Avenue triplex, with Michael Bloomberg, John Paulson and Eric Schmidt attending a reception for "The Imitation Game."
Paulson & Co’s John Paulson is one billionaire who would love to forget the past two years, which have turned out to be his worst as wrong energy stock bets turned out to be sour. Bloomberg’s, Trish Regan, reports that failed mergers and investments in Fannie Mae and Freddie Mac continued to mount more pressure […]
Billionaire Paulson Hit by 2014 Losses; Advantage Plus Fund Declines 36% (Bloomberg) Billionaire John Paulson posted the second-worst trading year of his career in 2014 as a wrong-way energy bet added to declines tied to a failed merger and investments in Fannie Mae and Freddie Mac. The worst performance was in the Advantage Plus fund, […]
Hedge fund manager John Paulson's Advantage Plus fund tanked 36% in 2014, Bloomberg News reports, citing unnamed sources familiar with the fund's performance. The event-driven fund — which focuses on takeovers, spinoffs, or bankruptcies...Show More Summary
Links to the best reading in fund investing Falling oil prices rock the likes of Carl Icahn and John Paulson – Juliet Chung, Gregory Zuckerman and David Benoit, The Wall Street Journal Don’t forget to read 2015 market predictions through a skeptical lens – John Kimelman, Barron’s NYC Comptroller Scott Stringer “concerned” about management fees [...]
Also better weeks/months/years. The billionaire’s firm posted a 27 percent year-to-date loss in its event-driven fund after a 3.1 percent decline in November, according to two people familiar with the matter. The Paulson Recovery Fund...Show More Summary
John Paulson's event-driven fund has fallen 27% this year, Bloomberg News' Kelly Bit reports citing two unnamed sources familiar with the fund's performance. The event-driven fund—which focuses on takeovers, spinoffs or bankruptcies—fell 3.1% in November, according to the Bloomberg report. Paulson became famous for his 2007 bet against subprime. Show More Summary