Chart of the month:


Clarium Capital Management

Standing out from the macro pack this month is the $238 million Clarium Capital Management Fund LLC. The fund has managed to reverse losses from earlier this year and put itself back on track, following a 4.98% return in August and an even bigger month in July, when the fund pulled down a 10.53% gain. Clarium is up 3.51% for the year-to-date and has posted an annualized compound return since inception of 51.39%. Clarium manager Peter Thiel is the former chairman, chief executive and co-founder of PayPal Inc. Clarium invests in a wide variety of financial