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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 the Q3 2025 Quarterly Manager Commentary, Turtle Creek Asset Management highlights the stark valuation disparity between the frothy broad US market and their own portfolio. S&P 500 valuations...
— Cameron McKendry
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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...