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Third Point Capital Q3 2013 Letter To Investors - [Full Version]
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Third Point Q4 2013 investor letter - FT Alphaville
Jan 21, 2014 ... the coming year. We explained in our January 2013 Investor Letter that: 1) reduced ... Third Point's largest current investment is in The Dow Chemical Company (“Dow”). Dow .... The $1.3 billion primary capital raise in Q3 ...
[ Third-Point-Q4-2013-Investor-Letter-TPOI.pdf - Read/Download File

2013 Letter to Shareholders - Investor Relations Solutions
Apr 25, 2014 ... Myron Hendry, Chief Platform Officer, Sarah Street, Chief Investment Officer, ... any unique quarter-to-quarter earnings volatility, as displayed especially by Q3 2013; and third, the need for our operating and net ROE to get to levels .... Fully a point of our improved Insurance combined ratio in 2013 came from ...
[ 4128a417ac9f458d805ded0884476765.pdf - Read/Download File

March 2015 www.biglariholdings.com - Sec
Mar 1, 2015 ... Our investments are managed by Biglari Capital Corp. (“Biglari Capital”), and we .... Letter from the Chairman, December 6, 2013 (emphasis added) ..... Q3 2007 earnings released ... 3rd Quarter. -. 3.9% ..... (7) Represents the terms of the Investment Management Agreement with Third Point LLC. THE FEE ...
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The portfolio of Pershing Square Holdings, Ltd. - ValueWalk
Nov 25, 2014 ... As this is our first letter to the public shareholders of PSH, we thought ... capital is subject to rolling two year, and one-third per year ... A screen of all public companies worldwide from 2004 to 2013 that ..... points to, or detracted at least 50 basis points from, the overall portfolio's gross performance during Q3.
[ Pershing-Square-Holdings-Ltd.-Q3-Investor-Letter-Nov-25-.pdf - Read/Download File

September 2013 RiverPark Structural Alpha Fund Shareholder Letter
investment disclaimer will convey, past performance is no guarantee of future returns. ... The third major component of the portfolio, the ... First, the S&P gained 150 points ... Q3 2013. 1.20%. 5.24%. 3.46%. Quarterly Returns Since Inception ...
[ 3Q13-Shareholder-letter.pdf - Read/Download File

The Activist Investing Annual Review 2016 - Activist Insight
Jan 26, 2016 ... recommendation to acquire or dispose of any investment or to engage in any ... The Activist Insight Activist Investing Review 2016, in association ... Third Point. Shareholders ..... Q4 2010. Q4 2011. Q4 2012. Q4 2013. Q4 2014. Q3 2015. 0%. 20%. 40%. 60% ..... According to an investor letter seen by Activist ...
[ The Activist Investing Annual Review 2016._260.pdf - Read/Download File

Q3 13 Earnings Letter Draft.docx
Oct 21, 2013 ... Fellow Shareholders, ... our contribution margin about 400 basis points year over year to about 23%, .... In 2014, we expect to double our investment in original content (though still .... Third Quarter 2013 Earnings Interview.
[ Q313 Earnings Letter 10.21.13 10.30am.pdf - Read/Download File

GMO Quarterly Letter
right path and that in the long run no factor is as important to investment returns as ... Perhaps the first point to make on why we continue to stick to our beliefs is that this ...... But beyond a five-year recovery for oil prices and oil stocks, there lurks a third .... years, including 2013, had lower global temperatures and led some to ...
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Q3 2015 Letter - Cable Car Capital LLC
Oct 31, 2015 ... Cable Car Capital LLC | Concentrated, hedged value investing. 1 ... portfolio was not immune from a few frighteningly steep declines, the Composite finished the third quarter ... Annualized since inception (*November 8, 2013). +25.1 ... account was as follows, with contribution to return in basis points (bps).
[ Cable_Car_Q3_2015.pdf - Read/Download File

Q4'13 Shareholder Letter
Feb 19, 2014 ... Tesla Motors, Inc. – Fourth Quarter & Full Year 2013 Shareholder ... Dear Fellow Shareholders: ... customers rate our service at 9 or better on a 10 point ... up 43% from Q3. ... from operations less capital expenditures) in the quarter. ... the development of Model X and start early design work on our third ...
[ Q4_13_Shareholder_Letter.pdf - Read/Download File

Activism Monthly: October 2013 - Q3 Review - Activist Insight
Oct 3, 2013 ... ...your monthly digest of activist investment. Review: a busy third ... the third quarter, 2012, to 60 in the third quarter, 2013. This could indicate ...
[ October 2013 Newsletter.pdf - Read/Download File

Letter to Shareholders 1st Quarter 2014/15 - voestalpine
Aug 4, 2014 ... 1 Business year 2013/14 retroactively adjusted due to the application of IFRS 11 “Joint Arrangements” and due to the change in .... capital investments due to rising industry produc- .... Q3 2013/141 .... today's vantage point—is expected to continue ..... Letter to shareholders for the third quarter of 2014/15.
[ 2014-08-05-letter-to-shareholders-1st-quarter-2014-15.pdf - Read/Download File

1 November 5 , 2015 Dear Unitholders - Brookfield Property Partners
Nov 5, 2015 ... came away with a better sense of our investment strategy, current key ... balance sheet by $34 billion since our inception in April 2013 and, ... at 92.9% at the end of the third quarter, up 30 basis points from the prior quarter. We leased 1.8 million square feet in this portfolio in Q3, bringing total leasing for the ...
[ BPY LTU Q3'15 v10 FINAL.pdf - Read/Download File

Global hospitality insights - EY
in 2013. Global hospitality and leisure transactions increased. 8% year-over-year through Q3. 2014, showing that ... “Global Market Perspective Q4 2014: Hotel investment maintains ..... “Trends & Trades: Third Quarter 2014,” Real Capital Analytics, .... Market indicators point to robust transaction activity in the sector through ...
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SHAREHOLDERS LETTER JUNE 2012 NOTES - FPA Funds
Oct 21, 2013 ... You should consider the Fund's investment objectives, risks, and charges ... As of September 30, 2013, the 30 day SEC yield was 3.16%. ..... This contrasts with the third point -- household net worth being at an all-time high.
[ new-income-q3-2013.pdf?sfvrsn=2 - Read/Download File

Read PDF - East Coast Asset Management, LLC
Jan 30, 2014 ... Re: Fourth Quarter 2013 Update – Navigating Beyond the Pillars. In our fourth quarter letter you will find our portfolio update and general ... environment being encountered at a point in time and the resulting actions taken. ... East Coast's investment strategy will not seek to replicate the ..... See Q3 2013.
[ ecam_2013_4q_newsletter.pdf - Read/Download File

Performance Update: Small-Cap Strategy - Insider Monkey
Nov 5, 2014 ... Greenlight Capital's 2014 Q3 investor letter starts on page 2. Insider Monkey's ... the S&P 500 index ETF (SPY) by more than 52 percentage points. ... expenses, in the third quarter of 2014, bringing the year to date net return to 2.2%. By .... 2013 when the company worked through apparent inventory issues.
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2013 Q3 Media Release (PDF 0.4 MB) - Novartis
Oct 22, 2013 ... o Negative currency impact of 6 percentage points on third quarter core operating income from .... erosion, increased investment in multiple promising pipeline ...... Warning Letter issued to us with respect to three Sandoz ...
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Chinese Investment in the United States - U.S.-China Economic and
Feb 26, 2015 ... China's Monetary Policy Dilemma and Outbound Investment Regime . ..... Figure 5: Cumulative Chinese Investment by U.S. State, 2000‒Q3 2014 . ... China.1 While it is too early to call this a permanent turning point, Chinese companies .... third quarter of 2013 to the second quarter of 2014, China's foreign ...
[ Ch invt paper_2 26 15.pdf - Read/Download File

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