Find Value in Publicly-Traded Alternative Asset Management Companies

U.S. publicly-traded alternative asset managers are one of the few places in the stock market today where there can be lots of value. The industry is attractive but generally misunderstood by investors because of its relative newness, perceived earnings volatility, and the complexity of its accounting. While analysts today will point out that these firms can take advantage of the current opportunities in distressed debt and a depressed energy sector, alternative asset managers are even more important in a world where bonds are Read More »