Mason Hawkins' Longleaf Partners Comments on Everest RE

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Aug 14, 2013
Bermuda-based reinsurer Everest RE (RE, Financial)'s 14% year-to-date (YTD) return made it a top performer in the first half. The company improved its earnings and operations, remained disciplined in its underwriting, and saw pricing strength in the half. Management also made significant repurchases of the undervalued stock.

From Mason Hawkins' semi-annual 2013 report.