Increasing book value in Q4 while most other agency REITs declined, American Capital Mortgage (MTGE) CIO Gary Kain says it was all about great performance in its non-agency holdings. But, ask an earnings caller (transcript), only 10% of assets were in non-agencies. Don't forget capital allocation, says Kain - 30% of the firm's capital was in the non-agency sector. It's a number sure to come down in Q1 as Kain says the better opportunities now are in agency MBS.
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