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Is The 8% Yield Of Lancashire Holdings Sustainable?

Lancashire Holdings (OTCPK:LCSHF) is a UK based insurance and reinsurance company with a very distinct business model. This is how it describes itself:

The Lancashire Group is a global provider of specialty insurance
products operating in Bermuda and London. We focus on short-tail,
mostly direct, specialty insurance risks under four general categories:
Property, Energy, Marine and Aviation.
At Lancashire, the most important measure of success is long-term
return on equity. In order to achieve this, it is important that we
remain patient, and wait for the right market conditions to arise as
we continue to look for opportunities, and quickly seize them when
they come along.

The company basically operates like a value investor in the field of...

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