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Sun Life Financial Inc. (SLF $77.85)
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Arch Capital Group Ltd. (ACGL $88.83)
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Everest Group Ltd. (EG $329.80)
Q: I currently own a full position in Sun Life (5%) in my portfolio but would like to add to my insurance component via a Reinsurance firm. Would this be a complementary move or just a duplication of the exposure I get via SLF? If this is a good idea, would EG or ACGL be superior options?
5i Research Answer:
The companies are different, and we think would be complementary. Of course, they may still have...