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US - Specialty Financial Services Coverage Cluster
BofA Merrill Lynch
Investment rating Company ticker Bloomberg symbol Analyst
BUY
Apollo Commercial Real Estate Finance ARI ARI US Kenneth Bruce
Ares Commercial Real Estate Corp. ACRE ACRE US Kenneth Bruce
Blackstone Mortgage Trust Inc BXMT BXMT US Kenneth Bruce
Compass Diversified Holdings CoDI CODI US Derek Hewett
Ladder Capital Corp. LADR LADR US Kenneth Bruce
MGIC Investment Corp. MTG MTG US Mihir Bhatia
New Residential Investment NRZ NRZUS Kenneth Bruce
Radian Group Inc RDN RDN US Mihir Bhatia
Starwood Property Trust, Inc. STWD STWD US Kenneth Bruce
TCP Capital Corp. TCPC TCPC US Derek Hewett
TPG Specialty Lending, Inc. TSLX TSLX US Derek Hewett
NEUTRAL
AGNC Investment Corp AGNC AGNC US Kenneth Bruce
Ally Financial Inc. ALLY ALLY US Kenneth Bruce
Amer Express AXP AXP US Kenneth Bruce
Annaly Capital NLY NLY US Kenneth Bruce
CIT Group Inc. CIT CIT US Derek Hewett
Discover Financial Services DFS DFS US Kenneth Bruce
Golub Capital BDC, Inc. GBDC GBDC US Derek Hewett
MasterCard Inc MA MA US Kenneth Bruce
PayPal PYPL PYPL US Kenneth Bruce
PennyMac Financial Services, Inc. PFSI| PFSI US Kenneth Bruce
Synchrony Financial SYF SYF US Kenneth Bruce
Visa Inc. V VUS Kenneth Bruce
UNDERPERFORM
Apollo Investment Corporation AINV AINV US Derek Hewett
Capital One COF COF US Kenneth Bruce
Credit Acceptance Corp. CACC CACC US Kenneth Bruce
Essent Group ESNT ESNT US Mihir Bhatia
Goldman Sachs BDC, Inc. GSBD GSBD US Derek Hewett
OneMain Holdings, Inc. OMF OMF US Kenneth Bruce
PennyMac Mortgage Investment Trust PMT PMT US Kenneth Bruce
Santander Consumer USA Inc. Sc SC US Kenneth Bruce
RSTR
American Capital, Ltd. ACAS ACAS US Derek Hewett
Ares Capital Corporation ARCC ARCC US Derek Hewett
RVW
AG Mortgage Investment Trust, Inc. MITT MITT US Kenneth Bruce
ARMOUR Residential REIT, Inc ARR ARR US Kenneth Bruce
CYS Investments, Inc CYS CYS US Kenneth Bruce
Ellington Financial LLC EFC EFC US Kenneth Bruce
Hannon Armstrong HAS| HASI US Kenneth Bruce
Invesco Mortgage Capital, Inc. IVR IVR US Kenneth Bruce
Two Harbors Investment Corp. TWO TWO US Kenneth Bruce
Western Asset Mortgage Corp WMC WMC US Kenneth Bruce
BankofAmerica “> 2016 Future of Financials Conference | 17 November 2016 77
Merrill Lynch
HOUSE_OVERSIGHT_014391
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| Filename | HOUSE_OVERSIGHT_014391.jpg |
| File Size | 0.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 2,288 characters |
| Indexed | 2026-02-04T16:22:18.550968 |
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