KBWP - Insurance - Own The Hidden Gems In Financial Services - As Opposed To KIE

2024-02-14 11:30:00 ET

Summary

• Insurance and reinsurance companies are often overlooked and undercovered by investors.
• The sector has shown strong performance recently, outperforming the broader financial services group.
• The insurance cycle has turned, with better performance and a positive outlook for the future.
• The sector is complex, and investors need to understand the details and risks. KIE is one option, but a more selective approach is recommended.

Insurance and Reinsurance is an underappreciated sector of the market, hidden away as a subset of the broader Financial Services segment. Consumers and investors alike often fail to understand the value created by companies in this space.

Despite being mainly large cap businesses, Insurance companies, Reinsurance Companies, Brokers and other service providers are often not well known to investors, and are typically under covered on Seeking Alpha....

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