Evan Ratner is a Senior Securities Analyst for Easterly Investment Partners, with a sector focus on consumer staples. Mr. Ratner has 12 years of buy side experience of which 5 years are with Easterly Investment Partners. Mr. Ratner began his career as a trader at Richmond Capital before becoming an analyst at Charter Advisors, both family offices.
The insurance executive focuses on proven companies and skips the speculative businesses and hype of many blank-check company creators.
Investors are pressuring some blank-check acquisition companies to scale back wildly lucrative payouts to their bosses that are weighing on shareholder returns, threatening to tamp down Wall Street's biggest gold rush of recent years.
Investors are more selective now, they are willing to push back on SPAC sponsors for more favorable terms, and sponsors are more willing to listen.
Bill Foley is going to make money. He’s buying a business where he’s going to own it for a long time.