NEW YORK & LONDON--()--Long Hedge & Mutual Funds need the companies they invest in to grow. The truth is certain types of stocks aren’t growing fast enough. Shareholder activism aside, there’s north of $1 Trillion of companies globally on the 2013 pipeline of demergers that reveal a significant opportunity for true hidden value investors to focus on.
“With more than +30% upside, our full analysis has discovered the hidden edge on Alent’s business value”
The Spinoff Report (TSR) consistently unearths and analyzes stocks globally, but in a unique style that no other investment research firm does. Just take a look at TSR’s recent “5 Year Track Record” of long-only investment recommendations to its clients on Spinoffs it has analyzed for hidden value pre & post demerger.
Take the UK’s c$3bn Cookson Group (CKSN). Next week it’s due to Spinoff (distribute shares to it shareholders) its performance materials division called, Alent.
“With more than +30% upside, our full analysis has discovered the hidden edge on Alent’s business value”, comments Ryan Mendy, COO of TSR. “With its products in north of 50% of the world’s heavily growing market of smartphones and mobile tablets, including Apple, Cisco, HP, etc., Alent will be one of the most embedded-value companies to have entered the FTSE250. There’s a lot more hidden value special situations in Europe and the US like this to come in 2013”
TSR uniquely analyzes companies of non-transparent, but conglomerate held stocks, where potentially highly valued businesses exist and could unlock significant value if management were to Spinoff a division in the coming year.
With over 120 break-ups due, Mendy can demonstrate the Spinoff market is going to grow significantly.


