Global Insurance Lunch

It is our pleasure to invite you to lunch with Nick Martin and Dominic Evans, managers of the Polar Capital Global Insurance Fund, on 23 January.

Following the Fund's 25th anniversary, the team will discuss how non-life insurance is well placed in an uncertain macroeconomic environment, as well as offering their views on the outlook of the sector. They will also give their thoughts on today’s strong underwriting conditions and how these along with higher bond yields have transformed company earnings power for the foreseeable future. Finally, they will explain why they believe current valuations are compelling given expected book value growth, the ultimate driver of Fund performance, is significantly above the historical average.

Please arrive at 12:30 for a 12:45 start.