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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.
In Q2 2025, the Madison Large Cap Fund (Class Y) returned 3.12%, trailing the S&P 500 Index's 10.94%. Portfolio performance was...
— Rich Eisinger, Haruki Toyama, Joe Maginot
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Other investors who've written on Arch Capital Group Ltd.
Arch Capital delivered strong quarterly results with a 21% operating ROE and 40% growth in book value per share. Strong underwriting margins...
Arch Capital saw positive share movement due to robust underlying operating trends and the natural stability of the insurance sector during risk-off environments. The company delivered...