You are welcome. I agree that the video was very useful in explaining their positioning in the E&S market. Low-cost provider through lean expense structure, and tackling the small books <$15k/year annual premiums that bigger guys don't cover.
I think there are more interesting insurance companies out there that also benefit from pricing in hard market that don't trade at kinsale multiples. Fairfax financial for example, Conduit Holdings (listed in London), Trisura group
(forgot to mention)
... I saw weeks ago this on YouTube:
Dec 3, 2023
Michael Kehoe, Chief Executive Officer and President of Kinsale Capital Group, Inc. speaks at the 30th Annual Baron Investment Conference
--- A great impression, very useful hearing his presentation ---
(forgot to mention)
... I saw weeks ago this on YouTube:
Dec 3, 2023
Michael Kehoe, Chief Executive Officer and President of Kinsale Capital Group, Inc. speaks at the 30th Annual Baron Investment Conference
--- A great impression, very useful hearing his presentation ---
Nice and useful piece. Thank you Hong
You are welcome. I agree that the video was very useful in explaining their positioning in the E&S market. Low-cost provider through lean expense structure, and tackling the small books <$15k/year annual premiums that bigger guys don't cover.
I think there are more interesting insurance companies out there that also benefit from pricing in hard market that don't trade at kinsale multiples. Fairfax financial for example, Conduit Holdings (listed in London), Trisura group