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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.
Vulcan Value Partners Focus Plus Composite returned 10.5% net in Q2 2026 but remains down 10.6% year-to-date. The manager maintains...
— Vulcan Value Partners LLC
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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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