Third Point Management’s Q2 2021 Investor Letter

Third Point Management, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. A portfolio return of +3.7% was recorded by Third Point’s Offshore Fund, bringing returns for the first half of 2021 to +15.2%. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.