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    Asif Lalani

    Research Analyst at Indiscernible Capital

    Asif Lalani is an Analyst at Indiscernible Capital with extensive experience in financial analysis and investment research, focusing on emerging technology and blockchain companies such as Coinbase, Block, and MicroStrategy. He has demonstrated a strong performance track record, with his investment calls on technology equities resulting in above-benchmark returns and positive recognition from peers within the capital markets community. Asif began his career as an equity research associate at a boutique investment firm before joining Indiscernible Capital in 2020, where he has advanced through progressively senior roles. He holds a Series 7 and 63 FINRA securities license and is noted for his rigorous analytical approach and commitment to delivering actionable insights for institutional clients.

    Asif Lalani's questions to FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFHF) leadership

    Asif Lalani's questions to FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFHF) leadership • Q1 2024

    Question

    Asif Lalani asked about Fairfax's capacity and willingness to reallocate capital from its fixed income portfolio into equities should a significant market dislocation present an attractive opportunity.

    Answer

    Peter Clarke, President and COO, affirmed that the company has significant flexibility. He described the fixed income portfolio as very liquid, comprised mainly of U.S. treasuries with a short average duration of about three years. He emphasized that the overall investment portfolio is defensively positioned, which gives Fairfax the ability to pivot and reallocate to equities if management chose to do so.

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