About four months ago, I pointed out Allied World Assurance (AWH)
as a high-quality specialty liability-focused insurance company that
was trading a little rich for my tastes. With the stock having lagged
the S&P 500 by about 6% since then, due in part to concerns about
reserve strengthening in the professional healthcare liability space and
overall worries about P&C insurance, now the valuation is starting
to look a little more interesting.
Please continue here:
Allied World Delivers A Good Underwriting Result, Spiked With Reserves And Investments
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