LongAGOJul 2026
Assured Guaranty Ltd.
Assured Guaranty is one of the insurance compounders the fund continues to favor. The investment case rests on the dual economics of insurance underwriting and the investment of…
AGO
Which hedge funds are long AGO?
2 published ideas on Assured Guaranty Ltd. across 2 funds — 2 long and 0 short.
Assured Guaranty hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Assured Guaranty: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAGOSep 2026
Assured Guaranty Ltd.
Assured Guaranty is included among the fund's preferred insurance compounders. The business primarily insures municipal liabilities, fitting the manager's preference for insurers…