From time to time we like to mention new investor presentations from companies which may have some importance to income investors.
mREIT AGNC Investment (NASDAQ:AGNC) recently presented at the Barclays Global Financial Conference and you can find their presentation on the following link (it will open a new PDF on your computer).
AGNC has 2 perpetual preferred outstanding which income investors may own-or have an interest in.
You can see their preferreds here–as well as a listing of all mortgage REIT preferreds.
DS preferreds are mistakenly in the mREIT list.
Be Here Now–will check it out and take care of-Thanks.
Looks like XAN-C (formerly RSO-C) Is missing from the list.
Hi–was there still under Resource Capital–I made it correct now.
I don’t see IVR-C (yeah I’m a pain in the a**)
It is really not a big deal–I prefer you proofread for me–and I’ll pay you what I get paid (Zero).
This one was on the master list so a control C and control V–moves it on the list.
Thanks for bringing this presentation to our attention. I think it is a great deck. I understand you provided it for information only, and you are not focused on the common shares. I do think AGNC has excellent management, with a great track record and a cost structure that is superior to most of its competitors. I will only say that the presentation strikes me as a pitch to portfolio managers who are primarily concerned about outperforming the S&P 500 index. That group might be happy if their fund loses 5% when the S&P index falls 10%. I’m a little more concerned about absolute returns, and think I will feel safer sticking to the preferreds.