Skip to main content

Dear Perella Weinberg Xerion Investors . . .

Dear Perella Weinberg Xerion Investors. We were down 4.23 percent net in May, but thank God for our short on the Euro. Still, it was an "anomaly" period. Also included: Dan Arbess' presentation at the Ira Sohn investment conference.

We were down 4.23 percent net in May, but thank God for our short on the Euro. Still, it was an "anomaly" period. Also included: Dan Arbess' presentation at the Ira Sohn investment conference.

Arbess Ira Sohn Presentation [PDF]

Related

Perella Weinberg Could Use A Hand Here

Perella Weinberg, Tudor, Pickering, Holt & Co?

Bill Ackman's General Growth Presentation at the Ira Sohn Conference

Bill Ackman's General Growth Presentation at Ira Sohn Conference