This Acquirers Multiple Stock Appearing In Pzena, Dalio, Greenblatt Portfolios
Wednesday, April 12, 2023 · Johnny Hopkins
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
American International Group Inc (AIG)
American International Group is one of the largest insurance and financial services firms in the world and has a global footprint. It operates through a wide range of subsidiaries that provide property, casualty, and life insurance. Its revenue is split roughly evenly between commercial and consumer lines.
A quick look at the price chart below shows us that the stock is down 21% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.00 which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Rich Pzena – 9,780,944
Steve Romick – 6,686,954
Dan Loeb – 5,100,000
Cliff Asness – 3,237,547
Andreas Halvorsen – 2,590,026
Steve Cohen – 1,468,613
Ken Griffin – 538,339
Ray Dalio – 180,396
Joel Greenblatt – 15,250

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