OneMain: Improving Credit Quality Largely Factored In (Rating Downgrade)

Group 1 - OneMain Holdings, Inc. (NYSE: OMF) shares have increased by 14% over the past year, alongside a 7% dividend yield, indicating strong performance despite concerns about consumer credit defaults not materializing [1] - The company has a strategy focused on contrarian bets and stock-specific turnaround stories, aiming for outsized returns with a favorable risk/reward profile [1]