Revisiting Fairfax Financial

Revisiting Fairfax Financial

From The Business Brew by Bill Brewster

April 30, 2026 · 1h 32m

About this episode

Charles Frischer and Asheef Lalani return to discuss updates on Fairfax Financial after nearly three years of ownership.

Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked them to return to the program after almost 3 years of ownership and fresh off the annual meeting. We hope the episode provides a good update to the first. Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned the CA/CPA designation in 2002 and is a CFA charterholder since 2003. Asheef first started his career with PricewaterhouseCoopers in 1998 and went on to become a portfolio manager at UBS Securities. Currently, Mr. Lalani is the Chief Investment Officer at Berczy Park Capital – a private family office in Toronto, Canada.Charles Frischer is General Partner of LFF Partners, a family office based in Seattle. Mr. Frischer was a multi-family loan underwriter and originator at Capri Capital for 10 years. As a Principal at Zephyr for 4 years, he was responsible for the asset management of more than 5,000 multi-family units and all related…

People in this episode

Host: Bill Brewster

Guests: Charles Frischer, Asheef Lalani

Topics covered

  • Fairfax Financial
  • investment update
  • financial analysis
  • portfolio management
  • business insights

Keywords

  • Fairfax Financial
  • investment
  • portfolio management
  • financial analysis
  • business insights

Mentioned in this episode

Organizations: Fairfax Financial, Sailfish Royalty Corp., PricewaterhouseCoopers, UBS Securities, Berczy Park Capital, LFF Partners, Capri Capital, Zephyr, Kingsway Financial, Altisource Asset Management

Places: Toronto, Canada, Seattle

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