Calls
1
Leo Kamin
Asset Management Reporter, Bloomberg
Win Rate
100.0%
return
+16.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$76.40
+16.4%
Nuveen buying Schroders. "US asset managers are increasingly looking at European players and UK players in particular because they trade at a slightly larger discount." The Schroders deal sets a precedent and valuation floor. Other independent UK/EU asset managers trading at discounts are now prime takeover targets for US giants seeking private market scale. Long potential M&A targets. Regulatory blocking of cross-border financial mergers.
Nuveen buying Schroders. "US asset managers are increasingly looking at European players and UK players in particular because they trade at a slightly larger discount." The Schroders deal sets a precedent and valuation floor. Other independent UK/EU asset managers trading at discounts are now prime takeover targets for US giants seeking private market scale. Long potential M&A targets. Regulatory blocking of cross-border financial mergers.
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Leo Kamin has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ABERDEEN, AMUNDI.
