Today’s Only Cheap Asset: Insurance

Earlier this year, we launched a new publication titled Inside Broyhill to pass along news and information related to portfolio holdings and other areas of interest. In contrast to our investor letters which are published every six months (give or take), Inside Broyhill will be shared more frequently for investors who enjoy following the companies we own and perusing the information that shapes our views. Given the feedback we’ve received from investors to date, we decided to begin disseminating this piece more broadly. Asset Management Fees Fall For The First Time Since 2008 High Yield Is The Best Asset For…