|
JMN Financial LLC |
|
Mortgage Portfolio Management |
|
JMN purchases seasoned non-agency securities having attractive fixed income yields. A new fund launched in July of 2011 with an equity mandate of $150-$300 million dollars. Additionally, the fund will look to take advantage of new market opportunities as the mortgages purchased by the GSE’s migrate to the private market. |
|
Our portfolio strategy is concentrated in the purchase of securities that have higher fundamental value than market prices would suggest. Our mission is to take advantage of market anomalies, continued bank failures, and government relief programs via the purchase of securities that have high risk-adjusted returns. Management believes that this opportunity will continue for the next 3-5 years affording investors an opportunity to earn significant returns. JMN has the analytical systems and market knowledge to determine the best investment choices. |
|
JMN has loan level and structured finance analytical capabilities also us to evaluate performance and develop portfolio management, valuation and risk management reporting to support any type of residential mortgage investment. |
|
Dislocations in the Residential Mortgage Market have created investment opportunities for investors. JMN’s expertise in residential mortgage prepayment and loss modeling, structured finance, and trading is among the industry's best. As manager of the Colchis Distressed Fund investors realized total returns of nearly 50% over a 19 month holding period. JMN’s principals have experience at both major mortgage and investment management companies giving them a rare combination of operational and trading knowledge. Our mortgage professionals are expert in both agency and non-agency residential mortgage whole loans and securities in terms of collateral performance, risk, and returns. We have over 50 years of mortgage market experience concentrated in the evaluation and management of residential mortgages. |
|
Residential Mortgage Market Opportunities |
|
Distressed Residential Mortgage Portfolios |
|
Portfolio: Analytical Systems & Models |
|
Disclaimer: The material provided herein is for informational purposes only and does not constitute an offer to sell or a solicitation of a offer to buy. Any such offerings will made only in accordance with the terms and conditions set forth in an Offering Circular or Investment Advisory Agreement. |
