Selena Maranjian Looks at Investor Strategies
Daily Finance’s Selena Maranjian recently discussed John Paulson and his hedge fund. Paulson & Co. was founded in 1994, and is owned by its employees.
Maranjian quotes GuruFocus.com, stating that Paulson expanded 263% over the last decade and a half, while more than doubling the market’s return with its expertise in merger arbitrage.
Paulson’s recent 13F filings reveal the hedge fund’s transactions from the past quarter. Its largest holding is SPDR Gold Trust, while some of its more recent holdings include Equinix and NovaGold Resources.
The Paulson hedge fund also withdrew from several stakes from companies like American Capital, and from entire companies including Walter Energy and Quad/Graphics.
Maranjian commented: “We should never blindly copy an investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. 13-F forms can be great places to find intriguing candidates for our portfolios.”
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