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BKfinancier

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BKfinancier

Re: mrholty post# 3237

Friday, 02/04/2011 1:38:50 PM

Friday, February 04, 2011 1:38:50 PM

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Unfortunately all of the funds invested are of that mindset. Jeff Aronson of Centerbridge has an incredible knack for simplifying very complex situations (something that Tepper is probalby the best at - just look at his BofA call or the "Tepper rally"), Altman at Owl Creek is also a great value investor (+20% compound). FInally the guys at Aurelius came out of Elliot, Paul SInger's shop, where they thrive on complexity.

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