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Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing.
We anticipate that 2022 will be a year of normalization across supply chains, public health, and consumer spending.
Private markets have relied on cheap funding to subsidize growth as their core business model for many years, so there is likely to be a meaningful revaluation in many private companies as money becomes more expensive.