Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
Driehaus Event Driven August 2019 Commentary and Attribution
In an environment characterized by low interest rates, macroeconomic concerns, and a flat yield curve, insurance stocks have been a relatively attractive industry for investors in the financials sector. The bullish narrative about rising insurance premiums was disrupted recently by a few industry participants calling out rising losses necessitating building reserves, more than offsetting the benefit of higher premiums.