These reports highlight a combination of ignored mirco caps, tossed away spin-offs, or businesses with underappreciated competitive advantages. The market is ignoring these hidden gems. We find them very, very attractive. Our portfolio managers have made these important holdings in our client portfolios.
Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities. This material may not be suitable for all investors, is provided for informational purposes only, and is subject to change without notice.
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August 23, 2017 - OFG Bancorp (OFG)
September 19, 2016 - OneMain Holdings (OMF)
September 19, 2016 - SLM Corporation (SLM)
September 19, 2016 - Capital One (COF)
May 11, 2015 - Re/Max (RMAX)
October 31, 2014 - Florists' Transworld Delivery Companies (FTD)
October 28, 2014 - Janus Capital Group (JNS)
August 13, 2014 - CIFC Corp (CIFC)
March 12, 2014 - Zion Bancorporations Warrants (ZIONW & ZIONZ)
September 9, 2013- Ambac Financial Group, Inc. (AMBC)
May 21, 2013- M&A in the Banking Sector
March 6, 2012 - GSE Preferred Stock