Special Report on
Tontine Partners Portfolio
Tontine Partners Portfolio - Trends
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The 13F filings from various funds are flying in now and I've been pretty busy sorting through them all. There are certain funds I like to track in depth (analyzing portfolio movements line by line), and others that I just check for major portfolio moves made in the last quarter, to keep tabs on them. Today, I want to touch on the filing by legendary investor George Soros. Let's take a quick glance to see what major moves he made in his portfolio. George Soros In Soros Fund Management's most recent 13F filing, Soros bought over an $800 million stake in Brazilian oil giant Petroleo Brasileiro (PBR). At the time, ...
The last quarter has been, as Dinakar Singh put it in his investor letter, “abysmal”, as returns have significantly decreased prompting an increase in redemptions. We have four investment letters from alternative investment funds and will go fund by fund to include aspects of the letter we found to be the most telling. It’s interesting to note that whereas Cerberus reads like a market overview and Tontine fails to accept much responsibility for losses, TPG-Axon’s letter refers to the firm as “overconfident” and claims hedge funds are one of the factors ... Read More