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Mount Logan Capital Inc. (MLCI) Q2 2026 Earnings Call Transcript
Mount Logan Capital Inc. (MLCI) Q2 2026 Earnings Call Transcript
Seekingalpha | 1 month ago
Mount Logan Capital: A Messy Alt-Manager With An Insurance Kicker
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.
Seekingalpha | 5 months ago
