Glenn Russell Dubin is one of the most experienced coverage fund managers in the industry, better known as the co -founder of Highbridge Capital ManagementAn investment business in various strategies he founded with Henry Swieca in 1992. Before being purchased by Jpmorgan Chase in 2004, the firm quickly increased as one of Wall Street’s most sophisticated coverage funds. From March 2024, Highbridge Capital manages $ 7.1 billion in discretionary assets and has an exhibition focused on the growth industries.
Dubin has long been involved in basic research and multiple investment through Highbridge and his private investment company, Dubin & Company. Its portfolio demonstrates a high convention strategy, with the ten best stakes that represent more than 40% of the actions of 13f reported. The best stock options of Dubin frequently coincide with broader macroeconomic themes, such as monetary ease, capital market expansion and industrial revival, which makes them excellent bets on long -term investors seeking risk reward reward relationships.
The background of these investments is especially attractive. Financial markets were strongly bouncing in 2024, with more than 30% financial actions at the end of the year, due to lower inflation, lower interest rates and the strong feeling of investors. Even if the U.S. GDP growth is expected to fall from 2.7% by 2024 to 1.5% by 2025, hopes for fed rate cuts and a more stable regulatory environment maintain the boost of the financial industry alive. In the meantime, the increasing needs of corporate refinancing and record consumption debt are the capital in the direction of private credit and the loans endorsed by assets, where Highbridge has traditionally highlighted.
The industrial sector also experiences a significant renaissance, with an increase of 26% by 2024 driven by resistant manufacturing demand, clean energy creation and infrastructure construction. With only a quarter of $ 1.9 trillion in North -American Infrastructure projects planned, there is still a huge growth potential. At the same time, reduced interest rates are expected to increase housing activity, and aerospace demand is expected to increase as airlines renew their aged fleets. These macroeconomic drivers continue to provide attractive entry points for cyclic names with long -term reverse.
The fare concerns have increased the volatility in the variable income markets, particularly in view of the highest rates proposed for steel and aluminum imports. However, other investors see it as a temporary interruption that could benefit the national manufacturers and the capital goods industries. In fact, the main commentators in the market argue that the predictions of a new wave of commercial protectionism are exaggerated, and the underlying foundations are strong in the main value industries.
In this scenario, it may be a good time to keep up with experiences such as Glenn Dubin. As markets are restored and valuations in banking and industrial stocks decrease their maximum of 2024, the opportunity to buy from structurally good companies with a discount is very open. The recent Highbridge Capital bets indicate confidence in the sectors that are not only bounced, but also evolve, and these best stock exchange options could provide considerable market rebalances in 2025.
To collect a list of the 10 billionaire elections Russell Dubin with great potential, the files of 13 2024 of Greenlight Capital 13 were studied to identify the actions of the billionaire of Glenn Russell Dubin with more potential. We have evaluated companies with an ascending order of the potential in reverse. These stocks are also popular with elite coverage funds.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
IAC Inc. (IAC): Between the actions of the billionaire Glenn Russell Dubin is taken with great potential upside down
A modern digital device is used to access the content and services of the company.
Number of coverage fund holders: 53
Potential in reverse: 72.61%
IAC Inc. (NASDAQ: IAC) is a diversified media and internet company with interests that cover digital content, markets, search services and care platforms. His portfolio consists of Care.com, a care service platform; Angi, a digital market for domestic services; and Dotdash Meredith, who has known brands and lifestyle. The company also manages the Daily Beast, which owns a part of the Turo peer vehicle sharing website and retains assets in digital search companies such as ask.com. As part of his highest value restructuring and value strategy, IAC recently finished the angi spin-off.
IAC Inc. (NASDAQ: IAC) It has been strongly resulted in the quarter ended on March 31, 2025 and reaffirmed its ebitda guide adjusted to a whole year. Excluding a unique lease, Dotdash Meredith registered an increase of 46% of EBITDA and a growth of 7% year -on -year of digital revenue. The completion of a long -term lease at New York headquarters was a $ 36 million benefit for the company. The daily beast became profitable and increased 72%income. The price of the programmatic ad was modest, but the licenses and the performance marketing were strong, which helped the performance of the first consolidated quarter. IAC expanded its actions authorization for 10 million shares and purchased 4.5 million again during the quarter.
IAC Inc. (NASDAQ: IAC) forecasts that Dotdash Meredith’s digital sales will increase by 7-9% in the quarter of 2025. With business demand expected to grow until 2026, Care.com is undergoing structural changes to better align its services with the needs of the evolving client. With the help of innovative ideas and the allocation of cautious capital, management provides for long -term growth in all its operations. IAC Inc. (NASDAQ: IAC) is worth $ 15.17 million in the portfolio of shares of Glenn Russell Dubin, which represents 0.56% of its portfolio.
Generally, iac Ranks 3rd In our list of the actions of the Glennn Russell Dubin billionaire, with great potential on the reverse. Although we recognize the potential of the IAC, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of IA most promising than the IAC, but which quotes less than five times, see our report on this Ia stock cheap.
