With this in mind, Schutz figures a bank whose shares can be had for about one times book value today may well fetch 1.5 times book in a year or two.

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Among big banks, Schutz has a sizable position in Citigroup, which he expects to generate the best returns among money center banks as it sells off bad assets and begins buying back stock.

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But the bank is adding low-cost deposits, and with the stock trading at a mere 95% of its book value, Schutz is staying put.

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In addition to Webster's improving health, Schutz likes the fact that it has a patient financial backer in Warburg Pincus LLC, with a 16% stake.

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Investors in Schutz's sister fund, Burnham Financial Services, enjoyed a windfall on one of his acquisition plays in April when shares of Bancorp Rhode Island Inc. surged 50% on news of a Brookline Bancorp buyout at 1.8 times book value.

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Anton Schutz's Burnham Financial Industries fund has taken investors on quite a ride lately.

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"I'm looking for management teams that have been around a long time, have sold before and done the right thing, " Schutz says.

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Schutz also figures the bosses at Cowen and Gleacher may decide to call it quits and cash in for a premium.

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