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Fermat Capital Management

Fermat Capital Management -


Fermat Capital Management, LLC (“Fermat”) is a Connecticut, USA based investment management company specialising in Insurance-Linked Securities (ILS).

Since it was founded in 2001 by John and Nelson Seo, Fermat has remained wholly dedicated to the ILS sector, with particular focus on catastrophe bonds.

Fermat Capital Management

My Insights

Podcast 27 min listen

GAM Talks podcast Episode Three – John Seo

Thursday, November 21, 2019

GAM Talks Podcast Episode Three – John Seo

27 min listen
Investment Opinions 9 min read

Insurance-Linked Securities: ESG-Positive Investments

29 October 2019

Investors are increasingly considering the environmental, social and governance (ESG) properties of their portfolios, say John Seo and Joanna Syroka of Fermat Capital Management. They believe insurance-linked securities (ILS) are aligned with positive ESG attributes which could help protect and enhance portfolio returns.

9 min read
Investment Opinions 7 min read

Insurance-Linked Securities: True Differentiation

21 May 2019

Non-directional strategies have come to the fore in the current post-peak environment. Fermat Capital’s John Seo highlights the fact insurance-linked securities (ILS) are fundamentally uncorrelated with the broader market and insulated to an extent from macro issues such as the economic cycle, interest rates and the political environment.

7 min read
Investment Opinions 5 min watch

Outlook 2019: Non-Directional Investments

17 January 2019

We asked a number of our fund managers to consider why non-directional investment strategies might be of interest in a more challenging post-peak environment.

5 min watch