Verisk Analytics (VRSK) in Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Leveraging Proprietary Data for Competitive Advantage

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Apr 15, 2025
Summary
  • Investment rationale: Strong position in insurance underwriting data.
  • Market positioning: Leader in data analytics and risk assessment.
  • Risks and challenges: Regulatory changes impacting data usage.
  • Recent performance: Benefited from demand for proprietary data.
  • Future outlook: Positioned to capitalize on data-driven decision-making trends.

Verisk Analytics (VRSK, Financial) was noted in Mawer Canada's 2nd-Quarter Commentary 2024 Q2 for its strong performance, driven by its competitive advantage in providing proprietary data for insurance underwriting. The company's ability to leverage data analytics positions it well for future growth.

"Companies that may benefit given their competitively advantaged position of access to large amounts of proprietary data and information also performed well including provider of insurance underwriting data Verisk Analytics, and reference data providers RELX and Wolters Kluwer." — Mawer Investment Management Ltd., Mawer Canada's 2nd-Quarter Commentary 2024 Q2

Read full letter at gurufocus Mawer Canada's 2nd-Quarter Commentary 2024 Q2 page.