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Third Point在2026年第二季度添加FLEX

2026-08-05 22:08

Third Point's flagship Offshore Fund returned 7.7% in Q2 2026, outperforming the Credit Suisse Event-Driven Hedge Fund Index's 3.3% return while underperforming the S&P 500's 15.2% gain and the MSCI World Index's 13.9% return.
The fund initiated a position in Flex (NASDAQ: FLEX) during the quarter.
Third Point said recent market dislocations have improved the balance between risk and opportunity as valuations normalize and positioning becomes less concentrated. The firm said it is maintaining conservative gross and net exposure while seeking to capitalize on emerging opportunities.
Source.

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