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Assured Guaranty Ltd.

  • Is There More Upside to This Insurer?

    By Mike Thiessen - May 14, 2013 | Tickers: AGO, BAC, MBI

    After reaching a blockbuster $1.6 billion settlement with Bank of America (NYSE: BAC), New York-based insurance firm MBIA's (NYSE: MBI) stock shot up by more than 40 percent in a single trading day to close at a two-year high. Although the settlement had been expected for some time, the terms were quite favorable to both firms. Indeed, the MBIA's CEO had hinted that his company's very more »

  • Hedge Fund BlueCrest Capital’s Key Picks for 2013

    By Meena Krishnamsetty - March 6, 2013 | Tickers: AGO, CME 130518C00060000, LPX, RRC, SZYM

    Some investors view hedge funds as slow, underperforming financial vehicles of yesteryear, which is a grave misconception. For those who have known where to look, there have been ways to beat the market by focusing on the best picks of the best fund managers. At Insider Monkey, we track 450 of the industry's 8,000-plus funds, and our small-cap strategy beat the market by 18% a year for more more »

  • Do You Own This $2 Billion Hedge Fund’s Best Stock Picks?

    By Meena Krishnamsetty - February 1, 2013 | Tickers: AGO, CAR, CRL, IRWD, TRIP

    Smaller cap stocks don't get as much attention from bankers, analysts, and most other investors. Generally speaking, this leaves them less-efficiently priced than their larger peers. Hedge funds take advantage of this by dedicating their research teams to work on the little guys, and consequently, they produce a significant amount of their alpha from the small-caps. According to our analysis, investing in the smart money’s top small-cap picks more »

  • This Billion-Dollar Hedge Fund’s Most Promising Stock Picks

    By Meena Krishnamsetty - January 18, 2013 | Tickers: AGO, CSTR, HOS, LYV, POL

    Hedge funds capture a significant fraction of their alpha from small-cap stocks, primarily because the information surrounding this space is less efficient. At Insider Monkey, we've empirically tested this phenomenon, and according to our analysis, hedge funds’ top small-cap picks generate an alpha of about 120 basis points per month.

    We started publishing a quarterly newsletter at the end of August, and since then, until the end of December more »

  • Billionaire Louis Bacon’s Best Stock Picks

    By Meena Krishnamsetty - January 14, 2013 | Tickers: ALTE, AGO, GNC, KOG, OAS

    Small and mid-cap stocks don’t get as much attention from analysts and the financial press, which often leaves them less efficiently priced than the large and mega-caps. Hedge funds sometimes take advantage of this by dedicating their research teams to work on these stocks as well, so they often earn substantial alpha from their investments.

    Retail investors can use hedge funds' top small-caps as a screening device; we’ve more »

  • What Has Famed Hedge Fund Manager Louis Bacon Been Buying?

    By Meena Krishnamsetty - December 3, 2012 | Tickers: AGO, DG, MPEL, NWSA, NXY

    Billionaire Louis Bacon is the founder of Moore Capital Management and manages more than $15 billion in assets. Bacon received an MBA from Columbia and worked on the New York Cotton Exchange as a runner before starting Moore Capital in 1989. Bacon's flagship fund Moore Global Investments has returned 31% annually since its inception in 1990 and was up 26% last year. Here are Louis Bacon's top stock more »

  • 5 Stocks Billionaire Wilbur Ross is Betting On

    By Meena Krishnamsetty - November 17, 2012 | Tickers: AGO, BKU, KEG, UAL

    Wilbur Ross, the manager of WL Ross & Co., is one of the financial world's most renowned experts on the subjects of bankruptcy and restructuring, and was dubbed the 'King of Bankruptcy' by Forbes more than a decade ago. Though he has the characteristics of a value investor, Ross specializes in distressed asset scenarios. In the height of the financial crisis, Ross teamed up with Invesco Ltd. (IVZ) to buy more »

  • Elm Ridge Capital’s Top Stock Picks

    By Meena Krishnamsetty - June 6, 2012 | Tickers: AMLN, AGO, LMT, MBI, MRK

    Ron Gutfleish runs hedge fund Elm Ridge Capital, with over $2 billion in AUM. Elm Ridge Capital returned an average of 9.5% between 2009 and 2011. Ron Gutfleish previously worked at Leon Cooperman’s Omega Advisors and Goldman Sachs. He has a Ph.D. from the University of California Berkeley. Below are his top 10 stock picks at the end of the first quarter (the activity column shows the more »