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  5. ACGL: 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. [Arch Capital Group Ltd.]
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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?
Asked by David on September 12, 2024
5i Research Answer:

The companies are different, and we think would be complementary. Of course, they may still have some correlation, being 'financial' stocks. But we think they are different enough to provide decent diversification. ACGL is more expensive than EG, but still cheap, and likely has a better growth rate going forward. We would side with it. 

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