Dan Loeb

Third Point LLC

Annualized Return

10-Year Compound Annual Growth Rate

8.4%

10-Year ROI

10-Year Cumulative Return on Investment

124%
S&P 500 Index
Annualized
Return
5.9%
10-Year
ROI
77%

Current Holdings

Ticker Company Portfolio Weight P/E Fwd P/E PEG P/S P/B

Who is Dan Loeb?

Daniel Loeb (born 1961) is the founder and CEO of Third Point, a $4 billion hedge fund in New York. Dan was raised in Santa Monica, California and got his degree in Economics from the University of Columbia. His great-aunt co-founded Barbie Doll and Mattel (maker of Hot Wheels). Today he is personally worth $2.7 billion.

Investment Style

“Activist”, “Distressed”, “Event-Driven”, “Value”

The only thing Loeb cares about is making money for his investors. The strategy he is known for is buying large stakes of troubled companies and return it to profitability. Loeb tends to buy companies that have some sort of “event” that unlocks intrinsic or extrinsic value to the market. He is an opportunist, thus believes there are hidden gems by finding companies that have not completely matured or found its full potential.