AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.

In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.

In January 2022, AlphaSituations was contracted  by Water Tower Research,  an investor engagement and stakeholder communication platform to provide coverage of Special Situations.

AlphaSituations-Event/Catalyst Driven Research

SpinTalk: How Genworth Financial Holdings (GNW US)Creates More Value Without The Oceanwide Merger

SpinTalk: Catalyst For Undervalued Genworth Financial With Mortgage Insurance Business IPO Imminent

SpinTalk: Genworth Raises The Curtain On Its Follow-Up ACT-Why We May Be Looking At A September IPO

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<p>Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities once the dust settles. Based on data from our universe of announced US M&amp;A deals in excess of $400MN going back to 2017, when merger transaction terminations do occur (which is not that common), better returns can be achieved out of target companies more often than not.</p>

Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities once the dust settles. Based on data from our universe of announced US M&amp;A deals in excess of $400MN going back to 2017, when merger transaction terminations do occur (which is not that common), better returns can be achieved out of target companies more often than not.

Pacific Biosciences Of California (PACB US)

MergerTalk:Broken Deals Do Not Necessarily Lead To Broken Investments