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Meridian Contrarian Fund's investment thesis on AXIS Capital Holdings Ltd. ($AXS) — Q1 2025 | Buyside Digest

$AXSNYSEAXIS Capital Holdings Ltd.

BULL

Meridian Contrarian Fund—AXS

Fund Letter

Q1 2025

Published March 31, 2025

$104.40USD

+3.2% vs last month

$90.73Pitched

+15.1% since pitch

Market Cap$7.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Axis Capital is a specialty insurer experiencing a successful operational turnaround under a new management team. The company has...

— ArrowMark Partners

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