nyseaig
Dan Loeb’s letter to Third Point investors for the fourth quarter ended December 2022, discussing his new long position in AIG. Dear Investor: During the Fourth Quarter, Third Point returned 1.2% net in the flagship Offshore Fund and 1.2% net in the Ultra Fund. Assets under management on December 31, 2022 were approximately $12.6 billion. Q4 2022 hedge fund letters, conferences and more The top five winners for the quarter were Pacific Gas and Electric Co. (NYSE:PCG), Bath & Body Works, Inc. (NYSE:BBWI), Twitter, Inc. (NYSE:TWTR), DuPont de Nemours, Inc. (NYSE:DD), and TJX Companies, Inc (NYSE...
ValueWalk
Property and Casualty (P&C) Insurance is a massive industry that includes auto, home and commercial insurance. The market size of P&C and Direct insurance was at an all-time high in 2020, according to the data from Statistica. Property and Casualty insurers account for about 48% of written premiums in the U.S. Let’s take a look at the ten biggest Property and Casualty insurers. Q4 2021 hedge fund letters, conferences and more Ten Biggest Property And Casualty InsurersWe have used the latest available revenue numbers to come up with the ten biggest Property and Casualty insurers. We have used o...
ValueWalk
This is a bug in my bonnet, and I have written about this for at least 13 years, and maybe as long as 16 years, but insurance conglomerates don’t work well. After suggesting at least three times that American International Group Inc (NYSE:AIG) should break itself up, we are finally to the last stage of it doing so. Q2 2021 hedge fund letters, conferences and more There is a saying in the industry “Life Insurance is sold, P&C Insurance is bought.” They are different markets, and there is no reason for shareholders to own a company that does both. But some companies diversify. Who does that bene...
ValueWalk
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