Which Investors Did Best With Uncle Sam's Toxic Assets?

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The U.S. Treasury Department today released financial returns for the government’s Public-Private Investment Program, or PPIP, created in 2009 to buy toxic assets from banks.

The Treasury picked nine private fund managers to run investment funds that bought mortgage-backed securities with a mix of private and government financing. The Treasury initially committed $100 billion to the program, but it since has been scaled back to $40 billion in purchasing power at full capacity.

Here is a ranking of funds’ rates of return on Treasury’s equity from the different public-private investment funds. The returns reflect results from inception of the funds through Dec. 31. (The clock hasn’t stopped yet on the PPIP funds, which have three-year investment periods.)

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Investor: Angelo Gordon

Net internal rate of return: 59.7%

Investor: AllianceBernstein

Net internal rate of return: 37.4%

Investor: BlackRock

Net internal rate of return: 35.7%

Investor: Invesco

Net internal rate of return: 30.8%

Investor: Marathon Legacy Securities

Net internal rate of return: 42.8%

Investor: Oaktree

Net internal rate of return: 27.8%

Investor: RLJ Western

Net internal rate of return: 34.8%

Investor: Wellington

Net internal rate of return: 23.8%

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