IFC – Intact Financial Drawdown

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Hi Dan,

What are your thoughts on the massive drawdown/selloff of Intact Financial. There is no news available to explain this.

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Asked on January 28, 2026 6:40 pm
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Private answer

This is just from softer insurance conditions in the P&C market overall. We're seeing companies like Fairfax Financial post softer results, Berkshire Hathaway etc.

Dips like this provide rock-solid opportunities to add long-term compounders to the portfolio.

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Posted by Dan Kent
Answered on January 29, 2026 7:23 am
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