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Written by Abigail Doeksen Published: 07-03-2026

Overview

Stonebridge Insurance is a property & casualty insurer with a ~$20B investment portfolio earning ~4.5% per year, mostly in bonds. The CEO is considering building an in-house private equity team to improve returns and diversify its holdings. Candidates must benchmark peers, weigh the returns on offer against the risks and costs, run a breakeven, and recommend whether to build a team, invest via funds or stay the course.

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