Debate over what to do with Fannie Mae and Freddie Mac has reached fever pitch. The two government-sponsored enterprises (GSEs) have been hanging in the balance for the last 10 years, and investors are starting to get antsy. Well-known investors and hedge fund managers fully expect Fannie and Freddie to finally exit conservatorship this year, which should impact their valuations, but that’s not the only think that could change what they’re worth.
Q4 hedge fund letters, conference, scoops etc