Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

<ul>
<li>Shares of Assured Guaranty (AGO.US) should continue to outperform in 2020.</li>
<li>AGO should realize benefits of a full year of favorable rating agency investment portfolio capital charges, and the repurchase USD 500 mn shares stock at accretive levels.</li>
<li>Value creation strategy at BlueMountain is earnings accretive and additive to capital return.</li>
</ul>


Shares of Assured Guaranty (AGO.US) should continue to outperform in 2020.
AGO should realize benefits of a full year of favorable rating agency investment portfolio capital charges, and the repurchase USD 500 mn shares stock at accretive levels.
Value creation strategy at BlueMountain is earnings accretive and additive to capital return.


Assured Guaranty – It Keeps Getting Better

United States

Assured Guaranty Ltd. provides financial guaranty insurance and reinsurance coverage. The Company's products include guaranties for municipal finance, structured finance and infrastructure finance.

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Assured Guaranty (AGO US)

Assured Guaranty – It Keeps Getting Better

Shares of Assured Guaranty (AGO.US) should continue to outperform in 2020. AGO should realize benefits of a full year of favorable rating agency...

Thomas J. Monaco

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)