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I am looking at FFH closely for the first time and thought this would be a great place to get some thoughts on the main question I have: How good are FFH's various insurance subs in terms of underwriting? OdysseyRe, the single largest piece, seems to be quite good, as does Asia. How about the rest?

 

One trend that I may be making up (but maybe not) is that FFH has shifted more toward buying good operations rather than attempting to turn them around (I'm ignoring run-off operations). Have they ever articulated such a shift?

 

Thanks!

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