Shreekkanth Viswanathan

Shreekkanth Viswanathan, founder of SVN Capital, shares his rich investment journey, moving from India to the US and establishing his firm in 2018. He emphasizes the importance of independent decision-making in investing, advocating for a focused portfolio strategy. The discussion explores successful investments like Dino Polska and Kinsale Capital, shedding light on their unique business operations. Shree also delves into the balance between qualitative and quantitative analyses, providing invaluable insights for aspiring investors.

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.