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Fidelis: Turning The Corner On Russia Losses, A Favorable Hurricane Season

Shares of Fidelis Holdings (NYSE: FIHL ) have been a mixed performer over the past year, trading essentially flat, as the insurer has made claims relating to its Russia aircraft exposure. However, these challenges are now behind the company, and I view these losses as genuinelyOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a q ...