Financial Services >> Analyst Interviews >> July 25, 2011

Global Macro Trends In Property & Casualty Insurance – Thomas Mitchell – Miller Tabak + Co., Llc

Thomas Mitchell is a New York-based Analyst responsible for financial stock research analysis at Miller Tabak + Co. LLC. He started in the industry in 1973 working as a Research Analyst with the NYSE firm Mabon, Nugent and Co., covering consumer and commercial finance companies, credit card companies and large multi-industry companies encompassing major insurance and financial subsidiaries. In 1983, he joined the New York investment management firm of Weiss, Peck & Greer, and initiated programs for WPG to invest in foreign stocks and to use index futures and options for bona fide portfolio hedging. In 1990, he set up an independent money management shop, Thomas Mitchell Management Co., Inc., and has managed both individual and institutional accounts for the past 16 years. Mr. Mitchell rejoined the sell side at Miller Tabak in 2006, with primary coverage responsibility for banks, REITs and other financial stocks. Profile
TWST: Please begin with an overview of your coverage of the insurance sector, including the specific names you follow.

Mr. Mitchell: The number of names is not very wide. Our approach to the insurance