Brian Boyle And Erik Ritland: What Does Fannie And Freddie Need To Get Out Of The Conservatorship

ValueWalk’s Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their investment in Fannie Mae and Freddie Mac, if Fannie and Freddie would get out of conservatorship, their portfolio construction strategy, and dealing in common and preferred securities. See part 1 here. See part 2 here. See part 4 here. Q1 hedge fund letters, conference, scoops etc Raul: Yes, can you tell me more about the Fannie Mae and Freddie Mac situation, just beginning with a primer to…