Wednesday, September 28, 2011

John Paulson Top 10 Holdings

There was an article in the Journal today about hedge fund competitors of John Paulson preparing to capitalize on Paulson's poor performance by gaming his possible liquidations.  Below are the top 10 holdings of Paulson's funds as of the end of June.  Some have suggested that this could be the cause of the recent weakness in gold--unlikely but an interesting hypothesis.


No comments:

Post a Comment

For compliance reasons, I don't post comments to the site, but I do like hearing from readers and am happy to answer any questions. Feel free to use the comment box to get in touch. Please leave an email address in your comment so that I can write back, or email me directly at Skrisiloff@avondaleam.com.