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: Why The Blackstone/Bluerock Merger Deal Remains Compelling...And It's Not The Merger

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

Bluerock Residential Growth / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth's (BRG US)</a> spin-off of its single-family rentals business, Bluerock Homes (BHM) is set for October 26, 2022</li>
<li>Although this is a delay on the initial target of 2Q 2022, BRG has proved to be a very defensive holding during a period of high market volatility</li>
<li>While financial information on BHM needs to be updated, there does appear to be significant hidden value waiting to be realized post October 6. </li>
</ul>



Bluerock Residential Growth's (BRG US) spin-off of its single-family rentals business, Bluerock Homes (BHM) is set for October 26, 2022
Although this is a delay on the initial target of 2Q 2022, BRG has proved to be a very defensive holding during a period of high market volatility
While financial information on BHM needs to be updated, there does appear to be significant hidden value waiting to be realized post October 6. 


SpinTalk: On The Cusp Of Value Realization As Bluerock Residential Readies Its SFR Business Spin-Off