Brien M. O’Brien, Chairman and CEO of Advisory Research, Inc., says Markel Corporation (MKL), a Virginia-based specialty insurance company, has many characteristics his firm looks for in a company and a management team.
“The company has a long history and an earned reputation as a conservative underwriter of specialty insurance products; a strong, entrepreneurial culture; and an exceptional group of managers who think, act and appreciate the responsibilities of capital allocation,” O’Brien says.
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O’Brien adds that Markel Corporation has a proven ability to create shareholder value through the long-term compounding and growth of book value. He believes that management’s ability to to continue to grow book value, even in today’s market, can continue.
“When, and if, interest rates normalize, Markel has the ability through their short-duration and conservative fixed income portfolio to materially increase their investment income, strengthen their long-term returns and further improve their capital deployment, whether within the insurance operations, equity and fixed income portfolios or other business operations,” O’Brien says.
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