Letter From the Field - Chubb

Dear Reader,

We initiated a position in Chubb, a Global insurance company, in the Focused Equity Strategy in the second half of 2023. We had the chance to meet with Peter Enns, CFO of Chubb, last month. The most interesting discussion points revolved around the Chubb "way" of approaching the insurance business, which is fundamentally different from the rest of the industry and has produced best-of-breed underwriting profitability.

Read - Letter from the field Chubb