Shreekkanth Viswanathan, Founder of SVN Capital, discusses curation in investing, focusing on Kinsale Capital's unique position in the insurance industry. They explore the excess and surplus insurance market, regulatory differences, float's impact on valuation, and key factors in evaluating insurance businesses.
Embrace spirituality to check ego and prioritize self-awareness in investment decisions.
Focus on quality over quantity by curating a small portfolio of 9 businesses.
Let the investment process organically lead to new opportunities while suppressing ego.
Deep dives
Kinsel Capital: Building a Unique Investment Vehicle at SVN Capital
Shri Khan Vishnuwata from Chicago, shares his journey from Chennai to Chicago, detailing his investor background and the launch of SVN Capital, a wealth creation vehicle focused on long-term investments. Embracing the power of compounding and maintaining a highly curated portfolio of around 10-15 stocks globally diversified for long-term goals.
Becoming a Curator of Business at SVN Capital
Inspired by the concept of curation from 'Rework,' Shri applies a curator's mindset in selecting businesses for SVN Capital's portfolio. With a focus on quality over quantity, Shri meticulously chooses around nine businesses for the portfolio, emphasizing the importance of saying 'no' to most opportunities to create a highly curated collection of businesses.
Discovering Investment Ideas and Prioritizing Time
Shri Khan Vishnuwata discusses the importance of self-reflection in prioritizing time and finding investment ideas. By focusing on self-awareness and keeping an open mind, Shri navigates through various sources like quantitative screens, conversations with managers, and letting the investment process naturally lead to new opportunities.
Maintaining Calmness and Ego Management in Investment
Shri highlights the significance of maintaining a calm and open mind to tackle ego in investment decisions. Reflecting on spiritual exercises and suppressing ego, Shri emphasizes the importance of keeping an open mind to embrace serendipity and make informed investment choices.
Kinzel Capital: A Deep Dive into Excess and Surplus Insurance
Delving into Kinzel Capital's history and business model, Shri explains the company's focus on excess and surplus insurance, unique underwriting expertise, technological advancements, low expense ratio, and efficient claims processing. A detailed analysis of Kinzel's competitive edge, profitability, and valuation highlights its growth potential in a changing market.
My guest is Shreekkanth Viswanathan ("Shree"), Founder and Portfolio Manager of SVN Capital, a Chicago, USA-based investment manager. In this conversation, we briefly cover Shree's background, how spirituality helps him keep his ego in check and the importance of serendipity, before diving into a discussion of Kinsale Capital, one of his portfolio holdings.
Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.
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