5 High-Dividend Financials With Booming Hedge Fund Sentiment: CME Group Inc (CME), HCP, Inc. (HCP)

Page 2 of 2

With a dividend yield of 4.32% and an ROE of 8.07%, it’s not hard to see why AEW Capital Management is heavily invested here too. The price-to-book for HCP, who invests in the healthcare industry using a variety of investment products, including debt instruments and properties under lease, is 2.05. Its industry’s average is almost 3% higher than this level, so there’s a slight value play here.

Additionally, the company comprises 3.54% of Welch Capital Partners’ holdings, with Jim Simons of Renaissance Technologies (see Simons’s favorite stock picks) and D.E. Shaw taking the third and fourth largest positions in the company of the funds we track.

Click here to learn more about Insider Monkey’s Hedge Fund Newsletter

Insider Monkey’s small-cap strategy returned 25.4% between September 2012 and January 2013 versus 7.4% for the S&P 500 index. Try it now by clicking the link above.

Disclosure: none

Page 2 of 2