| Security Description | Symbol |
|---|
| Alleghany Corp. |
Y |
| American Express Co. |
AXP |
| American International Group, Inc. |
AIG |
| Ameriprise Financial, Inc. |
AMP |
| Bank of America Corp. |
BAC |
| Bank of New York Mellon Corp. |
BK |
| Bed Bath & Beyond, Inc. |
BBBY |
| Brookfield Asset Management Inc., Class A |
BAM |
| Brookfield Property Partners LP |
BPY |
| Canadian Natural Resources Ltd. |
CNQ |
| Charles Schwab Corp. |
SCHW |
| Cielo SA |
CIEL3 BZ |
| CVS Caremark Corporation |
CVS |
| Everest Re Group, Ltd. |
RE |
| Security Description | Symbol |
|---|
| First Marblehead Corp. |
FMD |
| Goldman Sachs Group, Inc. |
GS |
| Google Inc., Class A |
GOOG |
| ICICI Bank Limited ADR |
IBN |
| Julius Baer Group Ltd. |
BAER VX |
| Loews Corp. |
L |
| Markel Corp. |
MKL |
| Oaktree Capital Group |
OAK |
| Progressive Corp. |
PGR |
| SKBHC Holdings LLC |
----- |
| State Bank of India GDR |
SBID LI |
| U.S. Bancorp |
USB |
| Visa, Inc. Class A |
V |
| Wells Fargo & Co. |
WFC |
