Tag: aig

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Marathon Asset Management – Culture Vulture

Marathon Asset Management commentary for the month of February 2016, titled, “Culture Vulture.” This is discussed in their new book Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 we think – anyway read it below. Marathon Asset […]

Hank Greenberg Comments On  AIG

Hank Greenberg Comments On AIG

Former AIG chief made some comments about John Paulson and Carl Icahn getting two board seats on the AIG board. Here are his thoughts. “By doing that, he let a fox in the henhouse.” This comes as Hank doesn’t want […]

AIG Will Divest Itself From Over 50 Hedge Funds

AIG Will Divest Itself From Over 50 Hedge Funds

Responding to hedge funds that are under performing, American International Group (AIG) announced that it will begin pulling out a number of hedge funds. American International Group is presently invested in over 100 hedge funds but plans to cut this […]

Activist Campaigns At Financial Companies Soar

Activist Campaigns At Financial Companies Soar

Activist Campaigns At Financial Companies Soar by Activist Insights The number of companies in the financial sector targeted by activists worldwide grew by 50% from 2014 to 2015, and interest remains high going into 2016. Indeed, 40% of the US […]

Thoughts on MetLife and AIG

Thoughts on MetLife and AIG

Thoughts on MetLife and AIG In some ways, this is a boring time in insurance investing.  A lot of companies seem cheap on a book and/or earnings basis, but they have a lot of capital to deploy as a group, […]

Addressing Valuation Risk By Rebalancing

Addressing Valuation Risk By Rebalancing

Addressing Valuation Risk By Rebalancing by Tripp Zimmerman, Associate Director of Research, The WisdomTree Blog With equity markets up more than 250% since the 2009 lows and slightly off all-time highs1, we think it is especially important to ask whether […]