And assets under management, $7.8 billion at the end of June ‘08, have reportedly dropped to $1.9 billion. According to the NY Post:
In June, the fund fell another 4.4 percent, bringing total returns this year down 6 percent, according to data obtained by The Post…..
Just a year ago, Clarium, which was then based in San Francisco, boasted an astounding annual return of 57.9 percent, compared with average hedge-fund losses of 0.75 percent.
But things came undone last July as Clarium’s bets against the dollar went awry. The fund lost a whopping 13 percent in August followed by another 18 percent loss in October.
Fallen Angel In Fix - NY Post
Here’s the 13F chart study for the equities reported in Clarium’s portfolio at 3/31/09. (Of course, they could have changed substantially since then).
Click to enlarge:
Tags: 13F Chart Study, Clarium Capital, Hedge funds, Peter Thiel
