Second Curve Capital
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DESCRIPTION:
Date updated:05-16-2007
Second Curve Capital is an $800 million dollar hedge fund focused on the financial services sector. It was launched in 2000 by award-winning stock analyst Tom Brown who also had a brief stint at Tiger Management.
Brown was interviewed in the December 4th issue of Barron's. According to the article, the 48 year old likes to take a hands on approach to analyzing the companies he invests in. This approach has led to 20% annualized returns after fees since inception and a year-to-date return of 17%.
Here is a list of stocks Brown mentioned in the interview along with his comments on them.
-
TNCC
Tennessee Commerc - $6.83
- 0.00%
- $6.91
"Tennessee Commerce Bancorp focuses so effectively on the small-business customer that it more than compensates for its exposure to the yield curve. They can grow their earnings rapidly despite the difficult interest rate enviornment."
-
COF
Capital One Finan - $34.63
- -2.06%
- $35.41
"It is viewed today as a credit card company. By the end of '07, credit cards will be less than half their earnings. The other half will be banking
-
RNR
Renaissancere Ltd - $51.43
- 0.00%
- $N/A
"The devastation that took place in the industry as a result of the hurricane seasons in 2004 and 2005 has meant that pricing for reinsurance coverage rose dramatically in Jan 1 and continued to rise for the business that got renewed on June and July 1 of 2006." "All of our contacts indicate pricing remains very strong"
-
CCRT
Compucredit Holdi - $3.21
- +7.36%
- $2.92
No Analysis added
-
MRH
Montpelier Re Hld - $16.23
- -0.98%
- $16.38
No Analysis added
-
PRAA
Portfolio Recover - $41.69
- -2.27%
- $42.37
No Analysis added
-
ECPG
Encore Capital Gr - $14.66
- -4.93%
- $15.20
No Analysis added
-
PRS
Primus Guaranty L - $3.40
- 0.00%
- $N/A
No Analysis added
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