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Mortality And Morbidity Benefits Life Insurance Sector
Life insurance firms may have unexpectedly benefited from mortality and morbidity underwriting in 4Q13, though it’s still early and not all companies have reported their earnings. “It appears mortality...
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Reinsurers Under-Reserved And Underpricing Risk: Citi
Citi analysts, led by Todd Bault, postulate that reinsurers under-reserved and underpriced risk during the late 1990s resulting in more volatility and lower returns in the early 2000s. The financial...
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Is Berkshire Hathaway Too Big To Fail? Ask The Bank of England
The Bank of England questioned the United States Treasury regarding its lack of enthusiasm to subject Berkshire Hathaway, the conglomerate controlled by billionaire investor Warren Buffett into a...
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Milkwood Fund 1H15 Letter – Up 16% In 2015
Milkwood Fund half yearly letter to partners for the period ended June 30, 2015. To our partners in the Milkwood Fund The Milkwood Fund is up 15.5% for the first half of 30 June 2015....
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Reinsurance: the perfect hedge fund strategy to enhance a portfolio’s Sharpe...
Reinsurance is one of the few hedge fund strategies that has almost no correlation to the stock or bond markets and has the potential to generate high single digit to low double digit returns on...
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Third Point RE November 2016 Investor Presentation
Third Point RE investor presentation for the month of November 2016. Our Company Specialty property & casualty reinsurer based in Bermuda A- (Excellent) financial strength rating from A.M. Best...
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Reinsurance As An Alternative Investment
After an extensive review, my firm, Buckingham Strategic Wealth, recently approved a new alternative investment, one that until recently was only available through hedge funds (along with their typical...
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Why Reinsurance Belongs In Client Portfolios
After an extensive review, my firm, Buckingham Strategic Wealth, recently approved a new alternative investment, one that until recently was only available through hedge funds (along with their typical...
View ArticleInvestment Risk Manager: Act like An Owner, not Like a Manager
My boss walked in and said that we needed to terminate our annuity reinsurance treaty with an entity that I will call Bigco (this happened in July). Senior management had deemed that we should do it,...
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Why The Smart Money Likes Reinsurance Vehicles
Randy Swan is Founder of Swan Wealth Advisors, an SEC-registered RIA that has used their low-risk “Defined Risk Strategy” (DRS) to generate +9% annualized returns for investors since 1997. The...
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