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Alphyn Capital Management's investment thesis on Fairfax Financial Holdings Limited ($FFH.TO) — Q3 2025 | Buyside Digest

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$FFH.TONASDAQFairfax Financial Holdings Limited

BULL

Alphyn Capital Management—FFH.TO

Fund Letter

Q3 2025

Published October 1, 2025

View Fund Profile

$2219.06USD

-3.4% vs last month

$2450.08Pitched

-9.4% since pitch

Market Cap$49.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Fairfax has developed a more stable earnings stream that is less vulnerable to underwriting cycles than its peers. Management's outstanding capital...

— Samer Hakoura

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What other investors think about $FFH.TO, and what else Alphyn Capital Management is buying.

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Springview Capital ManagementBULL

Pitched Feb 21, 2024

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...

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