Markel: A Rising Market Could Mean Big Returns
Monday, October 12th, 2009One of the larger holdings in the Against the Sky Portfolio is Markel (NYSE: MKL), a specialty property and casualty insurer. Before the market decline, Markel had built an impressive track record of both underwriting profits and investment returns. With some stability returning to the market, Markel may be poised to return to their historic price to book value. This would result in some very nice gains for Markel investors. (more…)
