Who we are
We are a small group of analysts with expertise in a broad set of industry segments. We have dedicated our time to sourcing and reporting on public equities that we believe are trading at a discount to their intrinsic value.
Our firm specializes in property & casualty insurance companies and infrastructure focused companies. We value durable assets that have stable and predicable cash flows that can generate alpha.
Quarterly news letters
If you enjoy reading our free research, please reach out to us below for a subscription to our paid research services, which will provide subscribers with access to additional reports and a quarterly news letter on the various companies we are tracking.
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