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Added to YB: 2025-07-15

Pitch date: 2025-07-10

TFG.AS [bullish]

Tetragon Financial Group Limited

+13.19%

current return

Author Info

No bio for this author

Company Info

Tetragon Financial Group Limited is a close ended feeder fund launched and managed by Tetragon Financial Management LP.

Market Cap

$1.6B

Pitch Price

$15.90

Price Target

N/A

Dividend

2.29%

EV/EBITDA

N/A

P/E

2.51

EV/Sales

1.97

Sector

Capital Markets

Category

special_situation

Show full summary:
Deep Dive: Tetragon Financial Group, a Ripple Play

TFG.AS: Closed-end fund trading at 55% discount to NAV; owns ~4M Ripple Labs shares (6.5% of portfolio). Ripple poised for IPO after settling SEC lawsuit and $700M share buyback at $175. TFG stake worth $700M+ at tender price. Insiders own 38.3%, increasing stake over time. Asymmetric play with management buying undervalued shares ahead of Ripple IPO.

Read full article (9 min)