Managing Director and Senior Equity Research Analyst at Keefe, Bruyette & Woods
Bose George is a Managing Director and Senior Equity Research Analyst at Keefe, Bruyette & Woods, specializing in mortgage finance, including mortgage banks, mortgage insurers, mortgage REITs, title insurers, and government-sponsored enterprises. He covers companies such as PennyMac Financial Services, Mr. Cooper Group, and Fidelity National Financial, with a track record of a 100% success rate and an average return of 32.36% based on 18 ratings, ranking him among the top analysts in his field. George joined KBW in 2005 after prior roles at UBS, Prudential Securities, and BNP Paribas, and holds a BA from Earlham College, an MA from NYU, and an MBA from Boston College. His professional credentials reflect extensive experience and expertise within the financial sector, focusing on research and advisory in mortgage-related industries.
Bose Thomas George asked about the agency portfolio's economic return compared to other investment areas, and the outlook for MSR bulk supply and pricing.
David Finkelstein, CEO and Co-Chief Investment Officer, stated that while agency remains attractive, Annaly aims to increase residential credit and MSR weightings. Ken Adler, Head of Mortgage Servicing Rights, noted that MSR bulk supply is increasing from large participants, with pricing remaining relatively stable.
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