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Fairfax Valuation


nhall110
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nhall,

 

If one exists, I wouldn't put a lot of faith behind the predictions for the underwriting side as there are too many unknowns.  As far as the assets side, I have seen some research that puts FFH at the top of MTM gains (vs. TBV) for the quarter ending 9/30/2011 using most recent available portfolio information.  Out of 40 P/C and reinsurance companies which average MTM of 0%, FFH is tops at +4.6% and the lowest is American Financial at -3.8%.

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Understood.  I was more focused on the things that you can know, mainly on the asset side.  Put another way - what was the the post quarter end movement in the portfolio (BAC +% + JNJ -%, etc).  Just the most precise estimation of value during the quarter.

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