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Posted by
Two Blokes Jun 21 -
Filed in
Stock
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3 views
Hamilton Insurance Group offers value, trading below book despite a 31% rally, thanks to its unique investment approach and niche Bermuda market presence. The company is expanding in casualty insurance as competitors exit, leveraging improved pricing and a recent credit rating upgrade to drive growth. Catastrophe losses impacted Q1 results, but core underwriting and investment performance, especially via Two Sigma, remain strong and support future upside.
