WSJ MarketWatch: Reports from Bloomberg show between 2007 and 2015, the fundamental performance benchmark index used by funds, the MSCI World has returned investors an unsightly +0.12% growth a month vs. +1.17% from boutique corporate break-up valuation specialists, ECG (The Edge Consulting Group) to its notable following of buy-side partners.
“Timely idea generation is what makes the difference between winning and underperforming. We’ve proven huge gains can be made investing in select predicted spinoffs and prior to a Spinoff’s maiden results,” comments Ryan Mendy, ECG’s chief investment officer.
The global spinoff calendar has two thirds of its corporate divestitures coming from US. ECG are advising their clients on the unrecognized value companies like the $44bn private equity house, Blackstone Group (BX) and its spinoff of PTJ Partners in Q2.
Comeback from European Spinoffs?
If you’ve missed the European index surge this year ECG see value in situations like the $130bn cosmetics and baking leader, Unilever (UNA NA); $31bn integrated electrical business E.ON (EOAN SE), and from International markets, the likes of Mexican telecom giant, America Movil SAB (AMXL) spinning off its cellular towers business.
Absolute Return Performances vs. Benchmarks:
+3% HFRX Global Special Situations Index
+6% STOXX Europe 600
+11% MSCI World Index
+43% S&P 500
+102% ECG’s Portfolio
+70% Average Returns from ECG’s stocks since recommending to its subscription clients.