What smart money is saying about Conduit Holdings Limited
1 fund in our archive has pitched Conduit Holdings Limited — most recently Third Avenue Value Fund in June 2025.
Conduit Holdings Limited, together with its subsidiaries, engages in the reinsurance business in Bermuda and internationally. It underwrites property, casualty, and specialty reinsurance products. The company was incorporated in 2020 and is based in Hamilton, Bermuda.
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Fund coverage · 1 thesis
- Third Avenue Value FundJune 2025
Conduit Holdings Limited is a Bermuda-based reinsurance company that raised $1bn in equity to capitalize on favorable insurance rates, but faced elevated losses in 2024 and 2025, leading to a significant decline in share valuation, which offers a potential attractive investment opportunity given its strong financial fundamentals.
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