Soft Insurance Pricing Environment Hurt Ryan Specialty’s (RYAN) Performance

Core Insights - Cooper Investors Global Equities Fund reported a portfolio return of -3.3% in Q4 2025, resulting in an annual return of 2.6% for the year, impacted by approximately 5% currency fluctuations [1] - The fund achieved an annualized return of 14.2% over the past three years, while the MSCI AC World Index had an annualized return of 21.3% during the same period [1] - The firm emphasizes a long-term investment strategy aimed at delivering risk-adjusted returns above the market [1] Company Focus: Ryan Specialty Holdings, Inc. - Ryan Specialty Holdings, Inc. (NYSE:RYAN) is highlighted as a key stock in the fund's portfolio, providing specialty products and solutions for insurance brokers, agents, and carriers [2] - As of February 10, 2026, Ryan Specialty's stock closed at $44.88 per share, with a one-month return of -10.54% and a three-month decline of 33.15% [2] - The market capitalization of Ryan Specialty Holdings, Inc. is reported at $11.868 billion [2] - The company is navigating a soft pricing environment in the property insurance sector but is expected to achieve organic revenue growth of close to 10% and EBITDA growth of over 20% in 2025, factoring in completed acquisitions [3]