Research & Model Portfolio

Our Client Portfolio (Returned +109% in 73 Months Vs. S&P 500 +26%)

  • Objectives: The TSR Model Portfolio is a paper profit fund for the benefit of measuring the returns from convictions and recommendations related to our fundamental and value oriented based research into Global Spinoffs and Corporate Divestitures.
  • Our portfolio, as with the analysis, only consists of names (and parents) defined as pure Spinoffs. We define pure Spinoffs as those by distribution, i.e. names where you receive the Spinoff by holding the parent, and not out of choice, as with IPOs. Our portfolio contains only names that have been fully researched and may include the Parent as well as the Spinoff entity.
  • The portfolio will hold a maximum of 30 stocks at any given time. The portfolio is un-hedged, not actively managed, and is reported monthly. Past performance is no guarantee of future results.

6 Year Track Record / The Performance of Our Recommendations*

With Absolute Returns to clients of +109%, we have live tracked our recommendations since Dec 3, 2007. For Hedge, Mutual Funds and Family Office wishing to Benchmark the net added-value of our investment advice, we have based our performance vs. two major indices.

Portfolio Holdings – Contact Us For Our Holdings List

 

Research Coverage: Pre-Event / Break-Up Analysis

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  • On the completion of the demerger, a significant number of either the Parent or the Spinoff were acquired or merged to exploit the anticipated synergies from focused entities

    Spinoff Report / Deloitte - 10yr Study of Corporate Spinoffs, 2012
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  • Accountable…

    • The Spinoff Report is part of a select few global research providers that log and document their investment calls so they can be both recognized and accountable for their actions. This gives us the incentive not only to make our best judgment calls to clients and ensure accuracy, but also to be tracked by our clients on a monthly basis like a real fund.
    • Our Model Portfolio is produced monthly, reviews all holdings, newly entered Spinoff stocks and past month’s exits. As well as providing a valuable tool to our clients in terms of investment ideas, it is open to scrutiny and is totally transparent regarding all the historical investment calls we have made to date.
    • Fully researched and accountable investment ideas. Our Model Portfolio enables every client to track what we said and when we said it.

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