NEW YORK & BOSTON--(BUSINESS WIRE)--Having made clients +21% YTD from its 60 analyzed stocks in 2012 / their model portfolio, with an absolute return 5 year track record of +62% (vs. an MSCI World Index -18% ), that’s based on their unique deep dive research structure, 2013 will see TSR (The Spinoff Report), the leading global special situations investment advisor’s coverage of Corporate Spinoffs and Special Situations grow significantly.
“Our proven edge is sourcing a list of companies before the market does, using our formula to analyze and uncover what the Street isn’t valuing; then generating quantifiable investment ideas to help our fund clients outperform their relevant benchmark”, commented Ryan Mendy, COO of TSR.
Next Major Break-Ups / 2013’s US, EU & Global Spinoff Calendar + Research
If you’re part of an eligible fund, you can request a copy here. With over 110 deals, an average market cap of $10bn from all sectors and market caps, next year promises to be another year of uncovering growth companies from this not simple to analyze sector. Think this time last year, e.g. Expedia, EXPE spinning off TripAdvisors, TRIP or Marriott, MAR demerging Marriott Vacations VAC. They had storming performances and The Spinoff Report had Street beating estimates and recommendations on them.
Founded by specialist fund manager and CEO, Jim Osman and COO, Ryan Mendy, their investment team has an outstanding history of delivering their institutional clients excellent returns.
|5 Year Track Record Performances*|
|+14%||Nasdaq Comp. Index|
|-4%||S&P 500 Index|
|-8%||HFRX Event Driven Index|
|-18%||MSCI World Index|
|*Dec 3, 2007 to Nov 30, 2012|
TDR Launch Special
TSR are fully launching an additional weekly & monthly idea generation / deep value equity research product called: TDR (The Distressed Report). Notably, a one-off discount + a free trial will be available to eligible funds and investors signing-up before the end of January 2013. Click here to get a copy/discuss?
Global investment sectors covered:
Activism, Bankruptcy, Carve Outs, Deep Value with Catalyst, Demutualizations, Directors Dealings, Distressed Securities, Liquidations, Merger Securities, Mergers & Acquisitions, Post-Re-Orgs, Privatizations, Recapitalizations, Recovery Situations, Equity Restructurings, Reverse Mergers, Reverse Morris Trusts, Rights Offerings, Special Dividends, Spinoffs, Split-offs, Share Buybacks, Tender Offers and Turnarounds.