During May, the portfolio made a comeback rising 3.11% vs 1.29% for the S&P 500. That puts FatAlpha at 4.6% vs 3.6% for the benchmark for 2015. Large gains were recorded by GTS (on earnings, up 28%), CBI (Einhorn upped his stake, 14%), GME (on earnings, 13%), TRN (bounce from last month, 11%), and ANTM (11%). On earnings, CTB dropped 14%, while KSS and ANF both dropped … [Read more...]
Archives for June 2015
Bill Ackman
Bill Ackman is founder and CEO of Pershing Square Capital. Below you can find interviews and videos featuring him. … [Read more...]
