John Paulson

‘s 2011 Hedge Fund Performance

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John Paulson’s 2011 Hedge Fund Performance   Despite a rather disastrous mess of 2011, Paulson has managed to keep redemptions down to just 8%..  An impressive achievement nonetheless, but is it due to belief in the strategy or belief in the brand?  Either way, his performance is a good illustration of how timing can cause even the soundest convictions to run awry.  Don’t forget the importance of a solid hedge when dealing with a timely trade..   The numbers are in for John Paulson’s Paulson & Co. The hedge fund finished 2011 with depressingly low returns reports the New York … Read more

Hedge-Fund Manager John Paulson Still a Bull After His Bare Year – WSJ.com

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By GREGORY ZUCKERMAN And STEVE EDER John Paulson stepped away from his desk to greet a group of clients in his Manhattan offices as stocks tumbled last month. Enlarge Image Bloomberg News Fund manager John Paulson is going through the worst period of his career but remains upbeat on the U.S. market. Donning a dark sports jacket, the founder of giant hedge-fund firm Paulson & Co. apologized for the unusual volatility of his funds and vowed to recover recent losses. He acknowledged mistakes and said he was making adjustments. But there’s one thing Mr. Paulson said hadn’t changed—his bullishness. “The … Read more

Trading the markets can be a humbling experience- even for John Paulson

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Reuters – A humbled John Paulson told investors on Thursday he was “too aggressive” with some of the stock bets in his flagship funds and he is trimming back some of his riskiest holdings.The hedge fund manager told clients in a conference call that he was dialing back the risk by moving away from bank holdings with heavy mortgage exposure.The investor call came after a tumultuous first half of the year for Paulson, whose flagship Paulson Advantage fund lost about 12 percent. A related fund called Advantage Plus was off 18 percent. via Exclusive: Paulson says bets were too aggressive … Read more