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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
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Other investors who've written on Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co. ($AJG) is the third-largest commercial insurance brokerage in the world, acting as an intermediary to help middle-market commercial clients evaluate, place, and administer insurance policies and risk management services. Madison initiated a...
Arthur J. Gallagher & Co. (NYSE: AJG) is the world's third-largest commercial insurance broker, operating as an intermediary that structures, places, and negotiates complex property and casualty policies for mid-sized corporate clients. Silver Beech established...
More institutional theses from Ariel Focus Fund
Chevron Corporation ($CVX) is a global integrated energy major that represented 4.6% of fund assets at the close of the quarter. The fund is...
FactSet Research Systems ($FDS) delivers mission-critical financial data, market analytics, and portfolio workflow solutions to asset managers, investment banks, and institutional advisors, representing 4.2% of the fund. The fund is...
APA Corporation ($APA) is an independent energy exploration and production company that constituted 5.2% of the fund's portfolio as of quarter-end. The fund maintains...