Merchant West Global Equity Fund on Kinsale Capital Group
Thesis
Merchant West added Kinsale Capital for its disciplined approach to specialty insurance. The fund sees specialty insurance as a smaller, faster-growing niche where Kinsale's low-cost model keeps it well ahead of the sector. It considers the company durable and cash-generative, with a long runway and an attractive entry valuation. P(1) Merchant West Global Equit… SEC
“Kinsale Capital brings the same discipline to specialty insurance, a smaller, faster-growing niche where its low-cost model keeps it well ahead of the sector”