Peter Thiel's Clarium Capital finished the month of January +6.7%. If you're unfamiliar with Clarium, we've covered them on the blog before.
Here is their breakdown:
(click to enlarge)And if that is too hard to read, here is the .pdf courtesy of Dealbreaker.
Additionally, Bloomberg gave us a glimpse as to how Ken Griffin's Citadel is performing in the new year. After being down 55% last year, their main Kensington and Wellington funds finished up 4.75% for January 2009. Don't forget that Citadel has opened one of its funds to investors as they try to purchase some of the equities held in their main funds.
You can view Citadel's portfolio here and Clarium's portfolio here (although do note that Clarium doesn't do much in long US equities).
