Alleghany — Investor Presentation (February 2013)
9 slides from Alleghany's investor presentation, Feb 14, 2013
Slide 1: Exhibit 99.1
Exhibit 99.1
Slide 2: Timeline
Timeline Otis & Mantis Van Sweringen (1929) Robert Young (1937) Allan Kirby (1958) F.M. Kirby (1967) John J. Burns, Jr. (1992) Weston M. Hicks (2004)
Slide 3: Alleghany 10 Years Ago
Alleghany 10 Years Ago ($ bn) Capitol Transamerica $ 0.2 15% World Minerals 0.2 Other 0.1 Operating subsidiaries $ 0.5 36% Parent investments $ 1.0 71% Parent debt, other (0.1) - Parent, net $ 0.9 64% Stockholders’ equity $ 1.4 100%
Slide 4: Reinvented: 2002-2012
Reinvented: 2002-2012 (2002) (2003) (2006) (2007) (2012)
Slide 5: Alleghany Today
Alleghany Today ($ bn) TransRe $ 4.3 67% RSUI Group 1.5 Other 0.5 (Re)insurance $ 6.3 99% Parent investments $ 0.9 14% Parent debt, other (0.8) (13) Parent, net $ 0.1 1% Stockholders’ equity $ 6.4 100%
Slide 6: RSUI's Combined Ratio
RSUI’s Combined Ratio 60% 86% 122% 71% 69% 80% 70% 73% 82% 99%
Slide 7: RSUI's Combined Ratio Ex Katrina (2005) and Sandy (2012)
RSUI’s Combined Ratio Ex Katrina (2005) and Sandy (2012)
Slide 8: Indexed Performance (2002 = 100)
300 250 +~ 200 }~ 150 +} 100 50 Indexed Performance (2002 = 100) Y Book Value Per Share S&P 500 a 8 & 2003 2004 2008 2006 2007 2008 2009 2010 2011 2012
Slide 9: Indexed Performance (2002 = 100)
Indexed Performance (2002 = 100) 30 Cn 7S ee 150 100 50 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012