Alpha Gen Capital
Deep Value, CFA, registered investment advisor, contrarian

Och Ziff: On A Path To Becoming A Mega Firm

I wrote about Och-Ziff Asset Management (NYSE:OZM) in mid-November of last year as your chance to invest alongside a legendary investment team that many would otherwise not have access. At the time, the shares traded at approximately $13 per share and subsequently floated higher to nearly $16 by mid-January. Since then, the shares have faltered and retraced all those gains and then some. There are two primary reasons for the drop in the shares: performance of their master funds and an SEC probe investigating whether Och-Ziff broke bribery laws in accepting an investment from a sovereign wealth fund. For a full write-up and background on the firm, I would point readers to my prior write-up "Och-Ziff: Underappreciated Catalysts...

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