Mount Logan Capital trades at ~$4, or 0.6x book, despite a credible path to $12m run-rate FRE by 2026. Recent SOFIX/Yieldstreet and SMA mandates could add $3.8m run-rate FRE, highlighting attractive deal economics and growth potential. Ability Insurance's legacy LTC block remains a key risk, but Q4 impairments were non-cash, and capital ratios are robust, supporting MYGA growth.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1 | $8 | $3.14 | -$4.86 | -60.75% |
| Capital Markets Industry | Financials Sector | Edward Joseph Goldthorpe CEO | NASDAQ (NMS) Exchange | 62188E103 CUSIP |
| US Country | 21 Employees | 26 May 2026 Last Dividend | 4 Jan 2021 Last Split | - IPO Date |
The company is a prominent player in the alternative asset management and insurance sector, dedicating its focus to the public and private debt securities markets in North America. It has carved out a niche in providing reinsurance solutions for annuity products. Following its merger with 180 Degree Capital, the company has expanded its operational footprint through subsidiaries such as Mount Logan Management LLC, which specializes in asset management, and Ability Insurance Company, which offers tailored insurance solutions. Together, these entities form a robust framework for delivering innovative financial products and services to clients across diverse markets.
The company invests in publicly traded debt instruments, providing clients with access to a range of investment opportunities that balance risk and return. This includes government bonds, corporate bonds, and other fixed-income securities.
Focusing on private markets, the company sources and manages private debt investments that can offer higher yields compared to public counterparts, catering to sophisticated investors seeking greater diversification.
With a strong emphasis on risk management, the company engages in reinsurance arrangements for annuity products, enhancing the stability and longevity of insurance offerings while safeguarding client interests.
Mount Logan Management LLC operates as a subsidiary specializing in alternative asset management, delivering customized investment strategies designed to enhance portfolio performance for institutional and high-net-worth investors.
Ability Insurance Company provides a range of insurance products that address client needs, including life insurance and annuities, positioning itself as a trusted resource for both individual and institutional clients.