Paulson's Advantage Plus fund off 20 pct this year# Stock
m*i
1 楼
C*G
2 楼
家园着火，他内外勾结来抢劫；家园重建，他来分羹；羽翼丰满，财产转移全世界。这
种比高盛还黑的基金大佬就是美经济的毒瘤。
hiahia
【在 m*****i 的大作中提到】
: http://www.reuters.com/article/2011/06/15/hedgefunds-paulson-id
种比高盛还黑的基金大佬就是美经济的毒瘤。
hiahia
【在 m*****i 的大作中提到】
: http://www.reuters.com/article/2011/06/15/hedgefunds-paulson-id
m*i
3 楼
This is as of June 10, the market went down even further after that.
【在 C*G 的大作中提到】
: 家园着火，他内外勾结来抢劫；家园重建，他来分羹；羽翼丰满，财产转移全世界。这
: 种比高盛还黑的基金大佬就是美经济的毒瘤。
: hiahia
【在 C*G 的大作中提到】
: 家园着火，他内外勾结来抢劫；家园重建，他来分羹；羽翼丰满，财产转移全世界。这
: 种比高盛还黑的基金大佬就是美经济的毒瘤。
: hiahia
w*o
4 楼
This morning, bloomberg said it's 30% off.
【在 m*****i 的大作中提到】
: This is as of June 10, the market went down even further after that.
【在 m*****i 的大作中提到】
: This is as of June 10, the market went down even further after that.
m*i
5 楼
Really!
The fund was up around 17% last year, if you take out the management fee,
the real return was around 15% for last year, so it basically wiped out all
the gain from last year.
【在 w*******o 的大作中提到】
: This morning, bloomberg said it's 30% off.
The fund was up around 17% last year, if you take out the management fee,
the real return was around 15% for last year, so it basically wiped out all
the gain from last year.
【在 w*******o 的大作中提到】
: This morning, bloomberg said it's 30% off.
b*0
6 楼
赌博式的管理者大抵如此。
n*n
7 楼
i doubt.
how bbg figure out the #? most likely just based on its public holding
record which is not real-time.
what if they have cut loss or do hedge after muddy waters' alert?
【在 w*******o 的大作中提到】
: This morning, bloomberg said it's 30% off.
how bbg figure out the #? most likely just based on its public holding
record which is not real-time.
what if they have cut loss or do hedge after muddy waters' alert?
【在 w*******o 的大作中提到】
: This morning, bloomberg said it's 30% off.
b*0
8 楼
以下是WSJ上的一篇文章
Paulson Funds Struggle as Big Bets Backfire; Gold Works
By GREGORY ZUCKERMAN
Prominent hedge-fund investor John Paulson, who runs the $38 billion Paulson
& Co., has suffered sizable losses in recent weeks amid fresh worries about
the global economy, pushing a key fund deep into the red for the year so
far.
Mr. Paulson's $9 billion Advantage Plus fund lost more than 13% in the early
part of this month, through June 10, leaving it down 19.65% for the year,
according to two investors briefed on the performance.
The Enhanced Partners fund, which had been a big winner this year, lost
nearly 7% in the first 10 days of June, and now is up less than 4% in 2011,
according to the investors.
Those returns contrast with a year-to-date gain of about 1% for the average
hedge fund, though Tuesday, according to data tracker HFR Inc.
One problem for Mr. Paulson: The recent collapse in shares of China forestry
company Sino-Forest Corp. The timber company has tumbled 80% since late May
, amid allegations by a short seller of questionable accounting, which the
company has denied.
That collapse has resulted in a paper loss of more than $500 million for Mr.
Paulson's firm, based on holding figures as of April 29 from FactSet
Research. Paulson & Co. owned nearly 35 million shares of Sino-Forest,
according to FactSet.
More
Deal Journal: Big Comedown for Trio Who Got Rich on Housing Shorts
The hedge-fund firm's holdings of Sino-Forest represent more than 14% of the
timber company's shares outstanding and almost 1.5% of the hedge fund's
stock holdings, according to FactSet. A person familiar with the matter said
the position hasn't changed much since that filing.
Mr. Paulson, who gained fame and fortune during the 2008-09 global markets
meltdown, also has been hurt by sizable holdings of financial stocks. Mr.
Paulson scored a profit of $20 billion betting against subprime mortgages
and financial shares in 2007 and 2008, by anticipating the housing collapse.
He has been among the biggest bulls on banks and other financial companies
over the past two years, resulting in sizable gains in 2009.
But lately, as investors have dumped banks and other financial companies, Mr
. Paulson's holdings have resulted in losses. Mr. Paulson's firm owned more
than 41 million shares of Citigroup Inc. as of the end of March, according
to securities filings, the firm's third-largest stock holding. Bank of
America Corp. was Paulson & Co.'s sixth-largest holding.
Citigroup has dropped about 14% since March 31, while Bank of America has
fallen about 21% in that period. It isn't clear how many shares Paulson & Co
. retains of those companies, but Mr. Paulson has told investors that he is
still a believer in financial shares.
A spokesman for the firm declined to comment.
One Paulson wager that is working: gold. At the start of 2009, Mr. Paulson
launched a fund to buy gold investments and has told investors that he
placed a good chunk of his own money in gold. The yellow metal is up more
than 7% so far this year.
Paulson Funds Struggle as Big Bets Backfire; Gold Works
By GREGORY ZUCKERMAN
Prominent hedge-fund investor John Paulson, who runs the $38 billion Paulson
& Co., has suffered sizable losses in recent weeks amid fresh worries about
the global economy, pushing a key fund deep into the red for the year so
far.
Mr. Paulson's $9 billion Advantage Plus fund lost more than 13% in the early
part of this month, through June 10, leaving it down 19.65% for the year,
according to two investors briefed on the performance.
The Enhanced Partners fund, which had been a big winner this year, lost
nearly 7% in the first 10 days of June, and now is up less than 4% in 2011,
according to the investors.
Those returns contrast with a year-to-date gain of about 1% for the average
hedge fund, though Tuesday, according to data tracker HFR Inc.
One problem for Mr. Paulson: The recent collapse in shares of China forestry
company Sino-Forest Corp. The timber company has tumbled 80% since late May
, amid allegations by a short seller of questionable accounting, which the
company has denied.
That collapse has resulted in a paper loss of more than $500 million for Mr.
Paulson's firm, based on holding figures as of April 29 from FactSet
Research. Paulson & Co. owned nearly 35 million shares of Sino-Forest,
according to FactSet.
More
Deal Journal: Big Comedown for Trio Who Got Rich on Housing Shorts
The hedge-fund firm's holdings of Sino-Forest represent more than 14% of the
timber company's shares outstanding and almost 1.5% of the hedge fund's
stock holdings, according to FactSet. A person familiar with the matter said
the position hasn't changed much since that filing.
Mr. Paulson, who gained fame and fortune during the 2008-09 global markets
meltdown, also has been hurt by sizable holdings of financial stocks. Mr.
Paulson scored a profit of $20 billion betting against subprime mortgages
and financial shares in 2007 and 2008, by anticipating the housing collapse.
He has been among the biggest bulls on banks and other financial companies
over the past two years, resulting in sizable gains in 2009.
But lately, as investors have dumped banks and other financial companies, Mr
. Paulson's holdings have resulted in losses. Mr. Paulson's firm owned more
than 41 million shares of Citigroup Inc. as of the end of March, according
to securities filings, the firm's third-largest stock holding. Bank of
America Corp. was Paulson & Co.'s sixth-largest holding.
Citigroup has dropped about 14% since March 31, while Bank of America has
fallen about 21% in that period. It isn't clear how many shares Paulson & Co
. retains of those companies, but Mr. Paulson has told investors that he is
still a believer in financial shares.
A spokesman for the firm declined to comment.
One Paulson wager that is working: gold. At the start of 2009, Mr. Paulson
launched a fund to buy gold investments and has told investors that he
placed a good chunk of his own money in gold. The yellow metal is up more
than 7% so far this year.
g*4
9 楼
都没讨论到点子上。
C*G
10 楼
大牛讲讲嘛，表总是批评我们青蛙哈
hiahia
【在 g********4 的大作中提到】
: 都没讨论到点子上。
hiahia
【在 g********4 的大作中提到】
: 都没讨论到点子上。
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