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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.
Orbis Global Equity returned 19.9% in the first half of 2026, outperforming the MSCI All Country World Index by 7.8% net of fees. Ben Preston assumed...
— Brent Jackson
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Other investors who've written on Ryan Specialty Holdings, Inc.
Ryan Specialty reported strong double-digit revenue and EBITDA growth, showing resilience despite a normalizing insurance pricing environment. The company's focus...
the investment case for Ryan Specialty (RYAN), the other significant detractor for the period, has been tested by something more traditional - a turning insurance cycle.
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