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Fund Profile

Third Point Investors 02 March 2018

Overview
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Fund History

06 Jul 2022 A game of two halves
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
08 Dec 2021 Fund Analysis
A stellar performance this year shines a positive light on TPOU…
04 Aug 2021 60/40 and other dinosaurs
A simple practical step to take your portfolio from the 1990s into the 2020s...
21 Jul 2021 Every which way but loose
We break down the AIC Flexible sector into more useful segments…
16 Jun 2021 A better class of travel*
Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...
28 Apr 2021 Fund Analysis
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
28 Oct 2020 Can the passives bull market continue forever?
We examine what the trend to passive investing means for active investment strategies…
30 Sep 2020 Fund Analysis
TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…
19 May 2020 Shuffling back towards the door?
Equity markets have rebounded strongly… should you be de-risking your equity exposure?
20 Feb 2020 The return of the activist... but not as we know it.
Why the ‘20s will go down as the decade of the corporate activist...
30 Jan 2020 Is it time to run away?
With a sense of complacency in the air, our analysts debate the best ways to shore up your portfolio's defenses...
05 Dec 2019 Fund Analysis
As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their activist, value-oriented approach...
28 Nov 2019 Is there a generational opportunity in Japan?
Two of our analysts go head-to-head, arguing the case for Japan...
18 Feb 2019 Fund Analysis
As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their event driven, value-oriented approach...
26 Apr 2018 The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
02 Mar 2018 Fund Analysis
As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their event driven, value-oriented approach
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