For those who've noticed American Capital Mortgage's (MTGE -3%) allocation to non-agency MBS has declined from a typical 30% to 20%, co-CIO Jeff Winkler (he's in charge of non-agencies, Gary Kain does agencies) says (JMP presentation) don't forget Q1's capital raise. The firm rapidly deployed the new funds into agency paper and will over time - as the non-agency market hopefully expands - move that money over.
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