In short: Named as the management counter-example inside the Redwood thesis. "It's not like the UWMC where you have trash management that, you know, did an equity rights offering and diluted the living crap out of investors after taking, you know, billions of dollars in dividends for themselves. This is a completely different type of management team." A governance judgement rather than a trade — the reason one mortgage lender's sell-off is a buy and another's is not.
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In short: Declined to submit a proposal for Two Harbors during the waiver window; has sold off sharply on its own problems.
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