Date updated:05-07-2008
As of 12-31-07 filing.
Managed by David Einhorn, the Fund boasts annualized returns of 27% going back 10 years, and according to Barron’s was up 23% year-to-date at the end of November. The fund specializes in spinoff situations, and at one point had Motorola spinoff Freescale Semi as its biggest holding. When the stock was bought out in early December in the biggest LBO ever for the tech sector, the fund coined a year-to-date return of 58% on the 30% of its capital that it had committed to the position.
In the March 2005 of issue of Value Investor Inight, Einhorn was quoted as saying: “We take the traditional value investor’s process and just flip it around a little bit. The traditional value investor asks “Is this cheap?” and then “Why is it cheap?” We start by identifying a reason something might be mispriced, and then if we find a reason why something is likely mispriced, then we make a determination whether it’s cheap”
For further insight into Einhorn’s approach to investing, follow the link below to a speech he gave in May of 2006 on how at the time he analyzed Microsoft’s stock.
http://blogs.msdn.com/diplo71/attachment/608742.ashx
Greenlight Capital website.
Interesting trivia: Einhorn wins $560,000 in World Series of Poker.

-
HLX
Helix Energy Solu - $20.26
- -2.83%
- $21.30
13.2% of portfolio

-
MSFT
Microsoft Cp - $26.32
- +0.27%
- $26.39
11.8% of portfolio

-
AMP
Ameriprise Financ - $32.95
- -1.73%
- $33.20
10.7% of portfolio

-
TGT
Target Cp - $43.66
- -2.33%
- $45.75
10.3% of portfolio

-
MDC
M D C Holdings - $34.68
- -3.72%
- $36.67
5.7% of portfolio

-
COV
Covidien Ltd - $52.19
- 0.00%
- $N/A
5.2% of portfolio

-
SAI
Saic Inc - $19.67
- -1.99%
- $20.09
4.8% of portfolio

-
MIM
Mi Dev Inc Cl A - $15.83
- -1.43%
- $16.24
4.8% of portfolio
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