W.R . Berkley , AIG, and Aflac are our best ideas in insurance.
With a focus on specialty commercial lines and strict underwriting discipline, W.R . Berkley's advantages aren't being fully appreciated by the market today.
Widening investment-grade credit spreads and rising interest rates lead to losses.
The situation is complex, but ultimately we think investors shouldn't be overly concerned.
Chip Carlson's fund has been a safe haven for shareholders during the financial crisis.
Diversified insurance and property-casualty are particularly attractive in a sector that looks slightly undervalued overall.