Morningstar - Fairfax Financial Holdings Limited (FFH) After years of hedging his bets, Watsa is all in on Trump.

Report

Morningstar

Brett Horn

EUR 98.48 For Business Accounts Only

After years of hedging his bets, Watsa is all in on Trump.

Fairfax took a $702 million loss in the fourth quarter, mainly due to investment losses as it has shifted its investment portfolio in 2016 to reflect a bullish position. Prem Watsa appears to be banking on President Trump stimulating the economy. On the underwriting side, performance remains solid, as the combined ratio for the quarter ticked up to 90.1% from 86.4% but remains at a fairly attractive level. This year culminates a period of poor book value growth as the companyâ€™s defensive investm...

28/03/2017 13 EN

Underlying

Fairfax Financial Holdings Limited

Fairfax Financial Holdings is a financial services holding company. Through its subsidiaries, Co. is engaged in property and casualty insurance and reinsurance and investment management. Co.'s insurance and reinsurance companies operate on a decentralized basis, with autonomous management teams applying a focused underwriting strategy to their markets. Co.'s investments are centrally managed for all the Co.'s group of companies by Hamblin Watsa Investment Counsel Ltd. Co. operates four main operating segments: Insurance, Reinsurance, Reinsurance and Insurance - Other, and Runoff.

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CA3039011026 Toronto Stock Exchange Canada

Provider

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

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Analysts

Brett Horn

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After years of hedging his bets, Watsa is all in on Trump.

Fairfax Financial Holdings Limited: Financial Results for the Third Quarter

Fairfax Renews Universal Shelf Prospectus

Fairfax Announces Conference Call

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Away From One-Time Divestments

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