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    Patrick Stadelhofer • Kahn Brothers Group

    Patrick Stadelhofer is a Portfolio Manager at Kahn Brothers Group, specializing in value-driven investment management for institutional and high-net-worth clients. He has played a key role in managing portfolios focused on contrarian equity selections across industries, though specific company coverage and quantitative performance metrics are not publicly available. Stadelhofer joined Kahn Brothers Group prior to 2022 and has contributed to the firm’s long-standing commitment to capital appreciation and risk mitigation, drawing on their heritage in value investing. Professional credentials, FINRA registrations, and notable industry recognitions for Stadelhofer have not been disclosed in available public records.

    Patrick Stadelhofer's questions to MBIA Inc (MBI) leadership

    Patrick Stadelhofer's questions to MBIA Inc (MBI) leadership • Q2 2025

    Question

    Patrick Stadelhofer of Kahn Brothers Group asked if monetizing half of the newly securitized PREPA claims could accelerate a potential sale of the company by reducing uncertainty or, alternatively, facilitate a special dividend. He also questioned the specific timing of the decision to transfer the claims to a custodian.

    Answer

    William Fallon, Director & CEO, affirmed that selling a significant portion of the claims would be a major step in reducing uncertainty, which is a prerequisite for a company sale. He stated it was premature to speculate on special dividends. Regarding the timing, Fallon explained there was no specific catalyst; the process took time to implement, and the action was taken once a meaningful quantity of fully paid bond claims had accumulated.

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