Daniel Loeb | |
| Third Point, LLC | |
| Last update 2021-05-14 | 125 Stocks (65 new) |
| Value $14.84 Bil | Turnover 25 % |
| Guru Portfolio Report Download | |
Daniel Loeb Profile
Daniel S. Loeb founded Third Point LLC in 1995 and leads the firm’s research activities, portfolio, and risk management. He is well known for his public letters in which he criticizes company CEOs or other investment managers. Third Point’s total assets are more than $2.2 billion, and Loeb’s personal net worth is $2.3 billion.
Daniel Loeb Investing Philosophy
Loeb and Third Point focus on activist investing, and follows an event-driven, value-oriented investment style. Loeb identifies situations in which a catalyst will unlock value.
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Performance of Master Fund
| Year | Return % | S&P500 % | Excess Gain % |
|---|---|---|---|
| 2020 | 20.6 | 16.16 | 4.4 |
| 2019 | 17.1 | 28.79 | -11.7 |
| 2018 | -11.3 | -6.35 | -5 |
| 3-Year Cumulative (2018-2020) | 25.26 (7.80/Year) | 40.10 (11.90/Year) | -14.84 (-4.10/Year) |
| 2017 | 17.9 | 19.38 | -1.5 |
| 2016 | 6.1 | 9.64 | -3.5 |
| 5-Year Cumulative (2016-2020) | 56.70 (9.40/Year) | 83.38 (12.89/Year) | -26.66 (-3.49/Year) |
| 2015 | -1.4 | -0.81 | -0.6 |
| 2014 | 5.7 | 11.29 | -5.6 |
| 2013 | 25.2 | 29.69 | -4.5 |
| 2012 | 21.2 | 13.47 | 7.7 |
| 2011 | -0.1 | -0.2 | 0.1 |
| 10-Year Cumulative (2011-2020) | 147.56 (9.49/Year) | 197.30 (11.51/Year) | -49.74 (-2.00/Year) |
| 2010 | 33.5 | 12.84 | 20.7 |
| 2009 | 38.2 | 23.49 | 14.7 |
| 2008 | -32.8 | -38.28 | 5.5 |
| 2007 | 16.6 | 3.24 | 13.4 |
| 2006 | 15 | 13.74 | 1.3 |
| 15-Year Cumulative (2006-2020) | 311.56 (9.89/Year) | 200.24 (7.60/Year) | 111.32 (2.29/Year) |
| 2005 | 19.9 | 3.01 | 16.9 |
| 2004 | 30.2 | 8.62 | 21.6 |
| 2003 | 51.5 | 26.12 | 25.4 |
| 2002 | -7 | -22.81 | 15.8 |
| 2001 | 14.9 | -12.87 | 27.8 |
| 20-Year Cumulative (2001-2020) | 940.12 (12.42/Year) | 184.95 (5.38/Year) | 755.17 (7.04/Year) |
| 2000 | 17.1 | -10.68 | 27.8 |
| 1999 | 42.2 | 19.11 | 23.1 |
| 1998 | 6.6 | 27.05 | -20.4 |
| 1997 | 52.1 | 31.45 | 20.6 |
| 1996 | 44.3 | 20.1 | 24.2 |
| 25-Year Cumulative (1996-2020) | 3952.20 (15.96/Year) | 508.06 (7.49/Year) | 3444.14 (8.47/Year) |
| 1995 | 37 | 34.94 | 2.1 |
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