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A $2.7 billion investment chief expects this financial stock to rally 60% as the US economy skirts a recession

Veteran investor Jay Hatfield shares his highest conviction stock for the next 12 months.

Author

Phil Rosen
June 15, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Jay Hatfield, a three-decade Wall Street veteran and the chief investment officer for Infrastructure Capital Management, which oversees $2.7 billion in assets.

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