TSR Spinoff Portfolio Returns +200% Over Hedge Funds in 2013 / Dover Corp,
Fraser and Neave, Telecom Italia, Time Warner, Tribune Co. / The Spinoff
NEW YORK & LONDON -- January 12, 2014
Reports from Bloomberg show 2013 saw hedge funds return investors an unsightly
+7.4% on average. Now, with nervousness that the market gained too much last
year, a fresh institutional investor survey has found the surging investment
class theme for 2014 is Corporate Spinoffs. Spinoffs have consistently
performed, and a record 80+ are due for 2014. As such money managers are
betting on extra performance being added to their books from early analysis on
“Huge gains can be made investing pre-Spinoff. You must be confidently
prepared. Misunderstood and liquid stocks are overlooked by investors;
thinking it’s better to wait until after the listing to invest once the
Street’s picked it up,” claims Ryan Mendy, COO of the world’s leading
corporate Spinoff valuation and investment specialist, TSR.
Mendy continues, “We actively service clients; analyzing and forecasting
Spinoffs from announcement. Delivering our recommendations early. Strictly
what we believe the market is overlooking and the absolute catalysts.” That
possibly points to why their track record of recommendations to clients has
remarkably beaten the MSCI World Index by over 20x in the last 6 years.
+7% -Avg. Return from Hedge Funds
+14% -Avg. Return from 2013’s Spinoffs Worldwide
+25% - 2013 Absolute Return from TSR’s Spinoff Report Portfolio (e.g. their
pre-event researched & recommended holdings)
+59% -Avg. Return of TSR’s Recommendations over 6 Years (to its subscription
The next 12 months is set to be a concrete record year for Spinoffs, with two
thirds of the corporate split-ups coming from US Spinoffs. From their Spinoff
Calendar, TSR highlighted a few particular stocks they are advising on,
namely: the $16bn diversified manufacturing & communications firm, Dover Corp.
(DOV), $62bn media giant, Time Warner (TWX US), and the $7bn post-bankruptcy,
asset rich, Tribune Co (TRBAA US).
Fast growing in 2013, TSR’s expecting to see more European Spinoffs, like
$18bn Italian telecoms leader, Telecom Italia (TIT IM); and from developed
International markets, the likes of the $7bn Singaporean listed beverage and
spirits leader, Fraser and Neave (FNN SP).
For any questions or to enquire about seeing any of TSR’s latest research on
any Spinoff stocks, go to: www.spinoffreport.com/contact-us or call: +1 (212)
714 7046 or +44 (0) 845 459 7103.
The Spinoff Report®
Jim Osman, CEO, +1 212-714-7046
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