Anon, surely you have exposure to banks, insurance, and reits via value names at excellent multiples priced at steep discounts to closely comparable peers despite clear fundamental outperformance, right?

IGIC 36 points relative outperformance
CUBI 27 points relative outperformance
CBL 41 points relative outperformance
Left HRTG off since it would destroy the axis, also COMP is limited to 6
7.14K
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