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Second Curve Capital
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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.
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