Based on my estimates Protector Forsikring has now delviered a +30 % equity return so far in 2021 compared with less than 20 % for the overall market.
Since 2014 when Dag Marius took over Protector have delivered a 250 % equity return or around 20 % annual return on equirty
Since 2014 when Dag Marius took over Protector have delivered a 250 % equity return or around 20 % annual return on equirty
this compares to around 10 % for the Norwegian/Scandinavian index
At the same time they have delivered signifcant returns on fixed income far ahead of the market with lower risk and volatility.
At the same time they have delivered signifcant returns on fixed income far ahead of the market with lower risk and volatility.
Rising interest rates will be a big benefit for Protector as they have low duration in their bond portfolio and a lot of bonds is with floating rates.
This is not a 1 year track rekord but a 7 year track record and counting now. We think Dag Marius will keep outperforming in the future. With superior growth and investments income why is Protector still trading with a 50 % discount to peers?
We are willing to bet our money on Dag Marius and the rest of the Protector team
vimeo.com/522383005
vimeo.com/522383005
If anyone else know another company trading at a single digit P/E with a +10 year track record of compounding shareholder at a +25 % CAGR pleese DM or email me :)
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