Clarium bounces back


It was a mixed month for macro managers, with global equity markets in Europe and Asia posting similarly weak conditions to the U.S. Peter Thiel's Clarium Capital Management LLC had a big month, posting an 8.50% gain, bringing its three-month total to a loss of 2.18% and its six-month total gain to 16.18%. The Geshoa Fund notched a 1% gain, bringing its six-month total to 3.23% and its 12-month total to 9.29%. But Wood Allen finished the month with a roughly 6.30% loss. Dennis Keegan's Auspex Master Fund Ltd. posted a 0.14% loss for the month, bringing its