
Asheef Lalani
Know Your Risk Podcast
00:00
Why Fairfax outperformed since 2020
Asheef attributes Fairfax's inflection to interest-rate shifts, underwriting discipline and staying short duration in bonds.
Play episode from 29:31
Transcript

Asheef attributes Fairfax's inflection to interest-rate shifts, underwriting discipline and staying short duration in bonds.