Fairfax Financial: Value‑Added Acquisitions And Disciplined Investments Are Yielding Rewards

Bonhoeffer Capital Management 84 Follower s Follow 5 Share Save Play ( 15min ) Comments Summary Fairfax Financial is a global insurance company who uses insurance float to finance a balanced portfolio of developed world fixed income securities and global equities. Fairfax has strategically acquired insurance firms as well as enterprises as part of investing its insurance float. The investment portfolio is an important part of the profit and book value growth of Fairfax. Fairfax operations have become better over time, as a value-added acquisition strategy and a disciplined investment strategy have yielded rewards. The short-term target is $3,225 per share, which is almost 88% above today's stock price. BlackJack3D/E+ via Getty Images The following segment was excerpted from the Bonhoeffer Capital Management Q3 2025 Letter. Fairfax Financial ( FFH:CA ) is a global insurance company who uses insurance (via insurance float) to finance a balanced portfolio of developed world fixed This article was written by Bonhoeffer Capital Management 84 Follower s Follow Bonhoeffer Fund, LP was launched by Keith Smith and Willow Oak Asset Management in 2017. The Bonhoeffer Fund believes in independent thinking and always questions the popular perception. Note: This account is not managed or monitored by Bonhoeffer Fund, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Bonhoeffer Fund's official channels.

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