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Jun 30, 2020

SiriusPoint Q2 2020 Earnings Report

Reported a net income of $124.0 million, or $1.33 per diluted common share, for the second quarter of 2020.

Key Takeaways

Third Point Re reported a strong second quarter with a net income of $124.0 million, or $1.33 per diluted common share, and a return on equity of 10.1%. The combined ratio was 98.3%, with 7.0 percentage points attributable to COVID-19 impacts. The investment portfolio rebounded with a 5.8% return.

Net income of $124.0 million, or $1.33 per diluted common share, for the second quarter of 2020

Return on beginning shareholders’ equity of 10.1% for the second quarter of 2020

Combined ratio of 98.3% for the second quarter of 2020

Investment portfolio had a significant bounce back in the second quarter with a 5.8% return

Total Revenue
$278M
Previous year: $215M
+29.6%
EPS
$1.34
Previous year: $0.57
+135.1%
Combined Ratio
98.3%
Return on Equity
10.1%
Gross Profit
$279M
Previous year: $219M
+27.4%
Cash and Equivalents
$585M
Previous year: $93.8M
+523.7%
Total Assets
$3.49B
Previous year: $3.49B
+0.1%

SiriusPoint

SiriusPoint

Forward Guidance

Third Point Re expects to benefit from its shift in business mix into higher margin property and specialty lines, improving market conditions, and its differentiated investment strategy.

Positive Outlook

  • Shift in business mix into higher margin property and specialty lines
  • Improving market conditions
  • Differentiated investment strategy
  • Strong capital position
  • Well positioned to continue to deliver increasing shareholder value from both underwriting and investments

Challenges Ahead

  • Ongoing impacts of COVID-19
  • Uncertainties surrounding the ultimate amount of claims and scope of damage resulting from the pandemic
  • Global economic volatility
  • Reduced liquidity of capital markets
  • Intervention by various governments around the world