Hedge fund Kerrisdale Capital said on Monday it believes JGWPT Holdings shares are "highly attractive" given the structured settlement provider's current valuation. On Friday, Kerrisdale disclosed an over 6% stake in JGWPT Holdings, which operates the J.G. Wentworth and Peachtree brands, pushing shares in the company up 10%. The fund's investment boils down to a few major points: Kerrisdale believes JGW has a scale that will be hard for competitors to breach and the company's use of securitization markets after operating in the space for over two decades means it offers consumers the industry's best pricing.