Tiptree: Putting Chips On Fixed Income

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1][2] - Tiptree (NASDAQ: TIPT) reported strong quarterly results, particularly from Fortegra, which is successfully growing its E&S business, and the investment portfolio performance was reasonably strong [2] - The Valkyrie Trading Society consists of analysts sharing high conviction and obscure developed market ideas that are expected to generate non-correlated and outsized returns in the current economic environment [3]