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Money Managers

Real Assets Really Deliver Superior Returns

Real Assets Really Deliver Superior Returns

Listed and private real assets offer portfolio diversification and deliver solid returns during periods of equity and fixed-income underperformance.

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Money Managers - News from Around the Web

  • Investpitch: Michael Zapata - NYSE:AAN

    Aaron’s Inc. (AAN) is a well-positioned company in the rent-to-own (RTO) industry. The Company will enter its 65th year of operation primed to evolve with its recent acquisition of Progressive Financials, a virtual RTO company, along with management’s steps in focusing on its current store footprint while reducing costs. The stock is trading at a 30% margin of safety to its intrinsic value and below a recent buy-out offer, representing a compelling risk-reward opportunity.

  • InvestPitch: Kyle Mowery - NYSE:LUK

    Elevator Pitch: Leucadia National Corp. (“Leucadia” or the “Company”) is dramatically undervalued at the 10/20/14 closing price of $22.4. A merchant bank with diverse assets, Leucadia offers investors an asymmetric return profile with a base case valuation of $33.5 per share (50% upside) compared with a stress case valuation of $20.0 per share (11% downside).

  • InvestPitch: Travis Cocke - NASDAQ:GWPH

    GWPH is still years away from an FDA approved therapeutic all the while private medical marijuana dispensaries are becoming entrenched in the marketplace with lower cost substitutes. The very hype and legislative momentum that have elevated the share price will encourage competition and bring about its downfall.

  • InvestPitch: Nicholas Snyder - NASDAQ: SHLD

    Ownership dynamics in Sears Holdings Corporation have once again created a situation in which there is a high likelihood of significant price appreciation in the near term.

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