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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Property and casualty insurance and investment holding company run by Prem Watsa, with insurance operations worldwide and a large investment portfolio. Book value per...
— Tim McElvaine
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Other investors who've written on Fairfax Financial Holdings Limited
Fairfax has developed a more stable earnings stream that is less vulnerable to underwriting cycles than its peers. Management's outstanding capital...
Fairfax Financial was the fund's top contributor in 2023, driven by record underwriting profits and doubling investment income from astute float management. The manager strongly...