You likely own at least 3 different types of insurance policies—possibly more. But have you given much thought to the businesses behind these policies? 

Insurance is a complex business. 

In this white paper, portfolio managers Kevin O’Brien, Jay Kish, and Steven Labbe explain the nuances of various insurance businesses and the fundamentals that attract them to these stocks. 

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Discover: 

  • The role actuarial data plays in the analysis of insurance companies 
  • The unique aspects of different lines of insurance  
  • How to account for the cyclicality of these businesses 
  • The characteristics that attract our team to particular insurance businesses 

 

 

White Paper Contributors 

Kevin OBrien
Kevin O’Brien, CFA 
Portfolio Manager, Analyst 
30+ years of investing experience  

 

Jay Kish

Jason “Jay” Kish, CPA, CFA 
Portfolio Manager, Analyst 
25+ years of investing experience 

 

Steve Labbe

Steven R. Labbe, CFA 
Portfolio Manager, Analyst 
25+ years of investing experience 
 


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