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

MergerTalk:Why Genworth Financial Should Now Consider Breaking Off Its Engagement To China Oceanwide

Genworth Financial – Wrong Time For An Aussie Fail

MergerTalk: Genworth Financial Holdings (GNW US) Update-Assessing The Risk-Reward Proposition

Genworth Financial – Extending and Pretending Again

Genworth Financial - Believe It When You See It

Genworth Financial – Big MI Print, Uncertainties Persist

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

Event-Driven

Genworth Financial Inc Cl A / Event-Driven

<p>The transaction remains on track to close, whether it is by the end of this month or soonafter. The near 30% merger spread offers tasty triple-digit IRRs. At the same time, our conservative updated value SOTP assessment of <a href="https://www.smartkarma.com/entities/genworth-financial-inc-cl-a" target="_blank" data-smartkarma-citation="entities:3876:1" rel="noopener">Genworth Financial Inc Cl A (GNW US)</a> as a standalone company indicates that GNW is worth more than it is currently being valued by the market. This makes for a very good bet to be made.</p>

The transaction remains on track to close, whether it is by the end of this month or soonafter. The near 30% merger spread offers tasty triple-digit IRRs. At the same time, our conservative updated value SOTP assessment of Genworth Financial Inc Cl A (GNW US) as a standalone company indicates that GNW is worth more than it is currently being valued by the market. This makes for a very good bet to be made.

MergerTalk: China Oceanwide/Genworth Update-The Wealth Spread