Special Situation Portfolio:
AIG - Added Position by 100%.
This is a smart trading, which target price at USD50.00.
Thesis:
Current AIG is trading at Price/Book Value : 0.70. We expected the hedge fund manager will keep promote this counter, and we should invest more into AIG when the AIG price is trying to catch up to its book value.
Seth Klarman, hedge fund manager, already bought the AIG with 8% to his portfolio.
Ken Heebner is another top growth hedge fund manager, who bought AIG since Dec 2012.
With this solid data, i expect the global economy is in transition from bear market to bull market. This is the start of bull market.
AIG - Added Position by 100%.
This is a smart trading, which target price at USD50.00.
Thesis:
Current AIG is trading at Price/Book Value : 0.70. We expected the hedge fund manager will keep promote this counter, and we should invest more into AIG when the AIG price is trying to catch up to its book value.
Seth Klarman, hedge fund manager, already bought the AIG with 8% to his portfolio.
Ken Heebner is another top growth hedge fund manager, who bought AIG since Dec 2012.
With this solid data, i expect the global economy is in transition from bear market to bull market. This is the start of bull market.
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