John Paulson: Restructured Equities Will Drive Future Returns ...

Focus on Restructuring EquitiesPaulson's Recovery Fund, which is obviously betting on an economic recovery, primarily focuses on the financial sector but also takes stakes in industrials, hotels, and real estate. Interestingly enough, Paulson & Co.'s investment roadmap lays out the case for a focus on restructuring equities. We've detailed before how Dan Loeb's Third Point likes post-reorg equities as well. Paulson writes:In the midst of the credit bubble in 2006, ...

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