Ayalon (4D) Global Stocks, managed by Ayalon Trust Funds Ltd. on Assured Guaranty Ltd.
Thesis
Assured Guaranty is included among the fund's preferred insurance compounders. The business primarily insures municipal liabilities, fitting the manager's preference for insurers that can earn through both underwriting and the investment of float. The letter groups Assured Guaranty with insurers that continued to demonstrate excellent economic performance in 2025. The manager also believes the current interest-rate environment can continue to create attractive opportunities for well-managed insurers.
“Included in the list are also the excellent Assured Guaranty (AGO)”