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

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>Notwithstanding the 70% plus  <a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth (BRG US)</a> share price rise since deal announcement, there's more juice to be squeezed out of this trade for arbs and fundamental investors</li>
<li>The attractive spin-off element of the transaction is all but ignored in the prevailing <a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth (BRG US) </a>share price</li>
<li>Potential for at least 140% gain for fundamental investors and additional 40% plus IRR for arbs</li>
</ul>


Notwithstanding the 70% plus  Bluerock Residential Growth (BRG US) share price rise since deal announcement, there's more juice to be squeezed out of this trade for arbs and fundamental investors
The attractive spin-off element of the transaction is all but ignored in the prevailing Bluerock Residential Growth (BRG US) share price
Potential for at least 140% gain for fundamental investors and additional 40% plus IRR for arbs


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