Och-Ziff Capital (OZM)

TMFMattyA (93.79) Submitted: 11/28/2007 3:46:48 PM : Start Price: $24.45 OZM Score: +31.01

I'll have to refer to Barron's on this one: In regards to OZM, "few in the history of the asset-management industry have gotten so rich while generating such mediocre performance." And look at this: OZ Master Fund (OZM's flagship hedge fund) has returned 13.9 percent over the past 5 years, compared to the S&P 500's return of 15.5 percent. And these guys actually get away with charging 2 percent management fees, while taking 20 percent of the profits. Like the hedge funds it manages, this company should underperform.

cashsage (77.50) Submitted: 1/4/2009 12:36:59 PM : Start Price: $5.28 OZM Score: -101.79

OZM has a too high valuation compared to its assets under management. It is also loss making and does not distribute any dividend. It may go banrupt.

hc1980 (< 20) Submitted: 11/17/2007 10:09:32 PM : Start Price: $26.15 OZM Score: +35.01

Overvalued, esp. compared to Blackstone and Fortress. Mediocre track record. Significant risk vis. possible legislation to increase taxes on carried interest.

unstoppablepeon (< 20) Submitted: 10/27/2008 12:34:37 AM : Start Price: $3.55 OZM Score: -201.86

worst 30days caps

hashhampton (36.40) Submitted: 5/16/2009 9:40:09 AM : Start Price: $8.81 OZM Score: +8.80

opportunistic company

WPThatcher (55.68) Submitted: 7/27/2009 11:00:40 AM : Start Price: $9.89 OZM Score: +5.23

Despite the enormous shakeout, the hedge fund/private equity business is still very lucrative. I think that these guys will surivive. Insiders have been snapping up shares, so they must agree.