Financial Services Industry Hedge Funds:
Hedge Fund Activists Investing in Retail Banks, Insurance Companies, Brokerage Firms, & Investment Management Firms

Recently Released!!!
Date Published: August 23, 2017
Summary PPT Deck: 39 Slides

Reference PPT Deck: 108 Slides

The purpose of this research is to provide readers with an initial understanding of financial services industry hedge funds investing opportunities, including those in retail banks, insurance companies, brokerage firms, & investment management firms. Hedge fund activists have taken a more prominent interest in financial services campanies in recent years. This research is incorporated into Tiburon's research on financial services industry investing opportunities.

This research addresses the historical phases of financial services industry hedge funds, including: 
  • Dormant Phase
  • Emergence Phase
  • Maturization Phase

    This research defines four distinct investing opportunities, including:

    • Retail Banks
    • Insurance Companies
    • Brokerage Firms
    • Investment Management Firms

And this research makes the following future prediction for financial services industry hedge funds, including: 

  • Moderate Level of Financial Services Industry Investing Opportunities
  • Hedge Fund Activists Increasingly Getting Support from Other Shareholders
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