Pershing Square Performance Report [PDF]

Related: A Hedge Fund Manager Who Is Man Enough To Let It All Out

Comments (20)

  1. Posted by GGGuest | December 3, 2010 at 3:49 PM

    with the S&P only +0.01% I need AIG Quant’s help to calculate how much alpha this is. My calculator can’t handle the digits.

  2. Posted by Burt Reynolds | December 3, 2010 at 4:06 PM

    $Texas

  3. Posted by Texashedge | December 3, 2010 at 4:08 PM

    Looks like their returns are right on target.

  4. Posted by AIG Hitman | December 3, 2010 at 4:12 PM

    Did ya check out the CDS portfolio? I wonder how quickly they can unwind when this begin to go south? Just putting it out there.

    -AIG- Hitman

  5. Posted by Its Not a Hedge Fund | December 3, 2010 at 4:24 PM

    Looks like Bill’s compensation scheme is doing well this year.

  6. Posted by Non-Entity Hedge Fund Manager | December 3, 2010 at 4:27 PM

    Better than most…. BETTER THAN MOST!!!!!

  7. Posted by Gary Koch | December 3, 2010 at 4:36 PM
  8. Posted by The Punchliner | December 3, 2010 at 4:50 PM

    Today I will only write the punchlines of my favorite jokes.

    Here’s one: “Well, for a Catholic priest with a small parish I think that is pretty darn good!”

  9. Posted by The Punchliner | December 3, 2010 at 4:50 PM

    Today I will only write the punchlines of my favorite jokes.

    Here’s one: “Well, for a Catholic priest with a small parish I think that is pretty darn good!”

  10. Posted by Details Details | December 3, 2010 at 4:52 PM

    “The Punchliner 0 minutos atrás….”

    So DB has Disqus doing Spanish simulcasts?

  11. Posted by Bruh | December 3, 2010 at 5:05 PM

    Nothing like a cool $200 mil for a month’s work

  12. Posted by Will | December 3, 2010 at 5:34 PM

    So what’s up with the Dealbreaker/Bess Levin watermark, personalized return memo from PS?

  13. Posted by Guest | December 3, 2010 at 6:34 PM

    what do you mean, ‘what up with’ it?

  14. Posted by Madoff Capital | December 3, 2010 at 7:01 PM

    I can guarantee you 12% a year just like clockwork.

    What, too soon?

  15. Posted by GGGuest | December 3, 2010 at 9:14 PM

    will = zerohedge = sad can’t just take bess’s work as easily now without citing

  16. Posted by Will | December 3, 2010 at 9:54 PM

    Let me try and make it a little easier: why is there a watermark on the Pershing Square return letter that reads Dealbreaker/Bess Levin, does this mean Pershing Square have DB on their mailing list?

  17. Posted by Ed Guts | December 4, 2010 at 3:59 AM

    Does anyone know where to read for good fund picks? I am quite new to the investment game… any help is appreciated

  18. Posted by Guest | December 6, 2010 at 4:42 PM

    Well considering he was only up 13% before November (if my aig math is correct), I don’t think think he’ll beating the S&P on risk adjusted basis this year.

  19. Posted by AlphaClone | December 7, 2010 at 6:49 PM

    Clone vs Fund – Pershing’s Top 10 Holdings clone which invests quarterly in his largest 10 positions at the time they are disclosed is up 32% on the year (gross) http://screencast.com/t/TLpOVxB2db

  20. Posted by AlphaClone | December 7, 2010 at 6:51 PM

    er, maybe a little bit.

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