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It's no secret that Sampo (OTCPK:SAXPF) (OTCPK:SAXPY) is one of my favorite Finnish holdings. The company not only represents my way to gain exposure to Scandinavian banking giant Nordea (OTCPK:NRBAY) (OTCPK:NRDEF) but also exposure to the Scandinavian insurance market due to ownership of If Insurance, Mandatum Life, Topdanmark (OTCPK:TPDKY) and others. The company represents almost 3% of my portfolio at current value, and I don't foresee any reason to change this.
The company recently reported the second quarterly results. In doing so, they also cemented