Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Rising Premiums And Rates Will Push Aspen Insurance Higher Over Time

Investing in the property and casualty insurance space right now is tough. First with rising interest rates, book values on many types of insurers have been hit hard. A steep drop in the level of muni's and corporate bonds has led to a marked decline in book values for many firms across the industry. Then to make matters worse, ever since Traveler's reported earnings a few weeks ago, the stock market has been paranoid about the possibility of a price war in the P&C space and the falling premiums that would result. In the midst of all this concern though, opportunities are starting to crop up. One such opportunity is Aspen Insurance Holdings (NYSE:AHL).

AHL is a Bermuda...

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