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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.
For the second quarter ended June 30, 2025, GCAM's model portfolio returned 9.11% (Net), lagging the S&P 500 TR return of 10.94%. Underperforming the index...
— David M. Poppe
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Other investors who've written on Kinsale Capital Group, Inc.
Kinsale faced pressure from high catastrophe losses from the Palisades Fire and industry-wide softening worries. The manager maintains...
Kinsale experienced share price pressure due to a deceleration in premium growth to 25%. However, earnings performance...
Kinsale Capital Group continues to capture market share within the attractive excess and surplus insurance segment, converting premium expansion into exceptional margins and returns on equity. Backed by disciplined...