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Brian Boyle And Erik Ritland: What Does Fannie And Freddie Need To Get Out Of The Conservatorship

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their investment in Fannie Mae and Freddie Mac, if Fannie and Freddie would get out of conservatorship, their portfolio construction strategy, and dealing in common and preferred securities.

Q1 hedge fund letters, conference, scoops etc

net worth sweep Fannie Mae Freddie Mac
By User:AgnosticPreachersKid (Own work) [CC BY-SA 3.0], via Wikimedia Commons

Raul: Yes, can you tell me more...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid