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The following segment was excerpted from this fund letter.
Trisura
We purchased Trisura (TRRSD) (TRRSF) for the first time in July 2017, and wrote about it in an investor forum shortly thereafter and have added to it with each new account that has come on board. Trisura is a small insurance company that was spun out of the real asset manager Brookfield in 2017. The company operates three segments:
Trisura Group is composed of three segments.
The first, Trisura Guarantee, is a specialty insurer with business in surety, corporate, and risk solutions. TG holds