Farmer Mac preferred securities
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Nice Entry Point For Farmer Mac's Preferred Securities. (NYSE:AGM.PR.F)
Seeking Alpha· 2025-12-17 19:21
Core Viewpoint - The article discusses the author's recent investment in the Federal Agricultural Mortgage Corporation (AGM), also known as Farmer Mac, specifically in its preferred securities, highlighting a shift in investment strategy towards overlooked securities [1]. Group 1: Investment Background - The author has extensive experience in the hedge fund industry, having worked as a Portfolio Manager, Domestic Equity Analyst, and Trader since the mid-90s [1]. - The author's previous portfolio management included a domestic Long/Short Equity product with gross assets that peaked over 1 billion dollars [1]. Group 2: Investment Philosophy - The author identifies as a fundamental, bottoms-up, value investor for long investments and a catalyst-oriented short investor [1]. - Technical analysis is employed as a complement to fundamental work and as a risk management tool within the overall investment philosophy [1]. Group 3: Focus on Unconventional Investments - The author aims to write articles about unconventional investments and overlooked securities, indicating a focus on niche opportunities in the market [1]. - The author is also involved in the analysis and investment of Cryptoassets, suggesting a diverse investment approach [1].
Nice Entry Point For Farmer Mac's Preferred Securities.
Seeking Alpha· 2025-12-17 19:21
Core Viewpoint - The article discusses the author's recent investment in Federal Agricultural Mortgage Corporation (AGM), also known as Farmer Mac, focusing on preferred securities that had not previously been owned by the author due to trading conditions [1]. Group 1: Company Overview - Federal Agricultural Mortgage Corporation (AGM) is highlighted as a significant player in the agricultural finance sector, providing a unique investment opportunity through its preferred securities [1]. Group 2: Investment Strategy - The author emphasizes a fundamental, bottoms-up value investment approach, combined with technical analysis for risk management, indicating a strategic methodology in evaluating investment opportunities [1]. - The author has experience in the hedge fund industry, managing a domestic Long/Short Equity product with gross assets peaking over 1 billion dollars, showcasing a strong background in investment management [1]. Group 3: Market Position - The article suggests that AGM's preferred securities have been overlooked in the market, presenting a potential for unconventional investments that may yield favorable returns [1].