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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.
K. (4478) and wholesale...
— Cooper Investors Pty Limited
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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.
Ryan Specialty recently revised its organic growth outlook downwards as property rate declines squeezed premium pricing, despite experiencing massive volume increases in E&S policy submissions. The manager views...