Nick Martin: Portfolio Manager, Polar Capital Global Insurance Strategy: Why a get rich slow approach works best when investing in insurance (194)

InsTech - insurance & innovation with Matthew Grant & Robin Merttens

InsTech

Business, Entrepreneurship, Investing

4.9 • 51 Ratings

🗓️ 19 June 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Matthew talks to Nick Martin, Portfolio Manager of the Polar Capital Global Insurance Strategy to learn about the characteristics of successful insurers - with a focus on established companies. Talking points include: How leading insurers are using innovative technologies The significance of ESG, climate and cyber in both underwriting and investing Observations about the performance of insurtech companies that are trading on the public markets The power of compounding in investment and life in general Attracting talent into insurance Nick's personal view on the future of insurance and innovation Polar Capital have asked us state that past performance is not a guide to or indicative of future results. More InsTech content featuring Polar Capital is available on the company’s member profile page. If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development - Learning Objectives InsTech is accredited by The Chartered Insurance Institute (CII). By listening to any InsTech podcast or reading the accompanying transcript, you can claim up to 0.5 hours towards the CII member CPD scheme. The Learning Objectives for this podcast are: List some of the latest technological practices being implemented by leading insurance companies Explain the process of a compound interest investment and its benefits Summarise the key performance indicators observed for insurtech companies trading on the public markets If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 194 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Transcript

Click on a timestamp to play from that location

0:00.0	The difference in quality across insurance industry leads to opportunities if you're a good stock picker.
0:07.0	So what we try and do is find the best 30 to 35 companies.
0:11.0	Typically are those operating in more underwriting niches. Hello, Matthew Grant here, and welcome or of course, welcome back if you are one of our
0:31.8	regulars. And on the subject of regulars, today's guest, Nick Martin is himself making a welcome
0:37.3	return to the in-step podcast after a few years' absence, Nick Martin, is himself making a welcome return to the
0:38.0	in-step podcast after a few years' absence. Nick is a long-time enthusiast for startups and
0:44.2	originally joined us for a very special episode, but more on that later. In his day job, Nick is
0:49.9	manager at Polar Capital Global Insurance Strategy, and through his role, Nick has a fascinating
0:55.1	view of what's happening in the established insurance companies. He talks regularly to the
1:00.1	management of insurers and reinsurers around the world and has seen some very clear themes
1:05.0	for what drives success in insurance. We've got a lot to get through today, so let's kick things off.
1:16.3	Thank you. You were one of our first guests on the Instat, London
1:21.7	podcast. So some of the success of what I've been doing is goes down to you, because if we
1:26.1	hadn't got it right first time, we wouldn't be doing it now.
1:28.5	You've been a professional investor for over 20 years.
1:33.0	Today, you're the manager of polar capital's global insurance strategy, as we're going
1:38.9	to be referring it to.
1:39.8	You've been involved since 2001 and you know InstSTEC very well, in addition to course,
1:45.4	to being on that first podcast.
1:46.7	But your day job is selecting and managing the insurance and reinsurance companies from
1:51.6	public listed companies that Polar invest in with your recommendation.
1:57.3	Welcome.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from InsTech, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of InsTech and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.