mananainvesting
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Posts
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mananainvesting's Achievements
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Added to $FRFHF/$FFH.TO
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Turnover in cad is low, not sure what it was few years ago . Currently 1% lower than intact.
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Got my answer, so they let Ben manage $50M for companies within the Fairfax group.
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If the Marval guru fund inception date is 2019, what did Fairfax invest in 2017 ($50M)?
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Thanks
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Scotia raised target to $2200 from $2100 CAD.
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@MMM20 : Reveal your portfolio (we all wouldnt mind 30% annualized return). Btw, congrats on the fantastic performance, wishing you many more such years!
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As I ponder more, the market is not ascribing any value to Fairfax for finding fantastic managers to compound capital. Like the $100M in Marval if it holds the 22% annualized return, that’s a double in ~3 years! should be close to 0.5B dollars in ~7 years!. With the tailwinds India has in terms of growing GDP, it is such a good bet!
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Yeah, they didnt give the number from 2017 but from last 5 years which is 22% annualized (Prasad confirmed as well yesterday). 5 years is a long enough time frame to see this likely to be a fantastic investment in the future.
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If the after fees performance of fund is fantastic why not?
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If anyone has any recent/old Marval fund letter, could you please share mananainvesting@gmail.com. It would be good to see how Ben writes/thinks and what the fund holds. Hopefully we get to see his shareholder letter next year for Fairfax India. Much appreciate the share.
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Thanks Prasad! Dammmmmmmmmmm!!!! In that case, the $100M is well earned!
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Majority of it has to be in Q3, I dont see it in the Q2 report.
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Does anyone have insights into how the Marval guru fund has performed in the past? Fairfax invested $50M in 2017, curious how it has performed.
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Bought some $PDS / $PD.TO
