OneMain Holdings: At Fair Value Given Modest Credit Improvement (Downgrade)

Group 1 - OneMain Holdings, Inc. (NYSE: OMF) shares have increased by 17% over the past year, in addition to a dividend yield of over 7% [1] - The stock experienced a pullback of approximately 2% on Friday, attributed to quarterly results that were broadly in line with expectations [1] - The company has a history of making contrarian bets based on macro views and stock-specific turnaround stories to achieve outsized returns with a favorable risk/reward profile [1]