Second Curve Capital
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DESCRIPTION:
Date updated:05-16-2007
Second Curve Capital is an $800 million dollar hedge fund focused on the financial services sector. It was launched in 2000 by award-winning stock analyst Tom Brown who also had a brief stint at Tiger Management.
Brown was interviewed in the December 4th issue of Barron's. According to the article, the 48 year old likes to take a hands on approach to analyzing the companies he invests in. This approach has led to 20% annualized returns after fees since inception and a year-to-date return of 17%.
Here is a list of stocks Brown mentioned in the interview along with his comments on them.
-
TNCC
Tennessee Commerc - $4.95
- -6.12%
- $4.96
"Tennessee Commerce Bancorp focuses so effectively on the small-business customer that it more than compensates for its exposure to the yield curve. They can grow their earnings rapidly despite the difficult interest rate enviornment."
-
COF
Capital One Finan - $37.67
- -1.93%
- $37.89
"It is viewed today as a credit card company. By the end of '07, credit cards will be less than half their earnings. The other half will be banking
-
RNR
Renaissancere Ltd - $53.31
- +0.19%
- $52.35
"The devastation that took place in the industry as a result of the hurricane seasons in 2004 and 2005 has meant that pricing for reinsurance coverage rose dramatically in Jan 1 and continued to rise for the business that got renewed on June and July 1 of 2006." "All of our contacts indicate pricing remains very strong"
-
CCRT
Compucredit Holdi - $3.22
- -3.88%
- $3.32
No Analysis added
-
MRH
Montpelier Re Hld - $16.15
- -0.49%
- $16.07
No Analysis added
-
PRAA
Portfolio Recover - $46.74
- -0.02%
- $45.80
No Analysis added
-
ECPG
Encore Capital Gr - $17.39
- +0.06%
- $16.75
No Analysis added
-
PRS
Primus Guaranty L - $3.47
- +2.66%
- $3.34
No Analysis added
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