See Dan Loeb’s quarterly presentation to shareholders below – also see his Q4 letter here – and stay tuned for more coverage from the annual meeting earlier this week.

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Specialty property & casualty reinsurer based in Bermuda

A- (Excellent) financial strength rating from A.M. Best Company

Began operations in January 2012 and completed IPO in August 2013

Investment portfolio managed by Third Point LLC

Total return focused

Flexible and opportunistic reinsurance underwriting

Superior investment management

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Dan-loeb-Q4-presentation