AUB Group (ASX:AUB) in Ganes Value Fund 2024 Q2

Consistent Performance in the Insurance Sector

Apr 15, 2025

Summary

Investment rationale: Strong position in the insurance broking and underwriting market.
Market positioning: Leading insurance intermediary in Australia and New Zealand.
Risks and challenges: Regulatory changes and competitive pressures.
Recent performance: Significant contributor to fund performance during the quarter.
Future outlook: Continued growth through strategic acquisitions and organic expansion.

AUB Group (ASX:AUB, Financial) was a significant contributor to the Ganes Value Fund's performance in Q2 2024. As a leading insurance intermediary, AUB Group benefits from its strong market position in Australia and New Zealand. The company continues to pursue growth through strategic acquisitions and organic expansion, positioning itself well for future success.

"AUB Group was one of the main contributors to fund performance during the quarter, reflecting its strong market position and strategic growth initiatives." — Ganes Capital Management, Ganes Value Fund 2024 Q2 Fund Letter

Read full letter at gurufocus Ganes Value Fund 2024 Q2 page.

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