Cooper Investors Global Equities Fund’s Q4 2025 letter reveals a -3.3% return for the quarter and 2.6% for the year. Their focus is on long-term gains above market rates. Top holdings for 2025 are available for review. Ryan Specialty Holdings, Inc. (NYSE:RYAN) is a key stock highlighted in the letter, with a market cap of $11.868 billion and negative returns over the past month and three months. Cooper Investors expect RYAN to grow its 2025 revenues by close to 10% and EBITDA by over 20%. Hedge funds increased their holdings in RYAN, but Cooper Investors see greater potential in other AI stocks. Vulcan Value Partners also shared positive views on RYAN. Further details on RYAN can be found in other articles.

Read more at Yahoo Finance: Soft Insurance Pricing Environment Hurt Ryan Specialty’s (RYAN) Performance