Publicly Listed Insurance Brokers: An Investment Analysis

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Slide Deck Executive Summary The publicly listed insurance brokerage sector represents a compelling study in resilience and strategic evolution. Characterized by an oligopolistic structure, high free cash flow conversion, and a capital-light business model, the industry’s value drivers are shifting. While historically powered by a relentless “roll-up” acquisition strategy, future outperformance will increasingly depend on […]

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This episode was published on November 30, 2025.

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