PE firms are in the spotlight recently due to Mitt Romney's ascendance as the leader in the Republican primaries. Here's how they work.
Monthly Archives: January 2012
70 posts
2011 was a particularly tough year for the financial services sector, but there remains significant value in individual names and in the regional banks.
My goal is to beat the S&P 500 by at least five percentage points on an annualized basis over the coming five years.
Owning MREITs will always require nimble management by the investor, and that’s our charge as a portfolio manager.
The spread on risk arbitrage opportunities seemed to shrink over 2011, and tender offer opportunities became scarce.
I will try to reduce the portfolio turnover and trading frequency in this model in 2012 by staying focused on longer-term performance.
Investors are always dealing with a murky future, but I must say that things are far more murky than usual.