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Alternative Market Briefing

Third Point up 4.6% in Q2, 2.2% YTD - Second Quarter 2016 Investor Letter
Thursday, July 28, 2016

Matthias Knab, Opalesque:

Dan Loeb explains in his investor letter: "Our gains (up 4.6% in Q2 to now 2.2% YTD) have also been the result of mitigating losses in individual investments (other than in Allergan, the year’s largest detractor). We believe that improved process initiatives we have practiced since 2009 – which have helped us annualize at nearly 16% net since then – have helped to avoid dramatic downside in more challenging markets over the past 18 months.

A few key shifts have included:

  • Moving away from a team populated by generalist event‐driven investors to a ......................

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