Daniel Loeb

Daniel Loeb

Third Point, LLC
Last update 2021-05-14 125 Stocks (65 new)
Value $14.84 Bil Turnover 25 %
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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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