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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (58499)11/15/2016 10:56:45 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

   of 78956
 
FRFHF - yes results were extremely choppy and the book value growth since 2009 was anemic. I do think that their insurance operations have improved quite a bit.
The anemic book value growth was due to their macro hedges and their mixed success with their investments.. Overall I agree that FRFHF is not that cheap, but they have proven to perform well when the going get's rough and I am betting that they can do so again.
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