Dan Loeb's hedge fund Third Point is out with its Q2 letter which focuses on some of their international positions.
They continue to feel that change is coming in Japan and are finding compelling individual investments there (especially with event-driven components).
The letter also details Third Point's investment in Kroton Educacional SA in Brazil, Fibra Uno in Mexico, and Argentinian oil company YPF.
Dan Loeb's fund also writes an in-depth thesis on Royal DSM, a global health company.
Embedded below is Third Point's Q2 letter:
You can download a .pdf copy here.
For more on this hedge fund, you can also view Third Point's Q1 letter.
Friday, July 18, 2014
Third Point's Q2 Letter on Royal DSM & International Holdings
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