Diamond Hill Capital Management, LLC - Mid Cap Strategy on Verisk Analytics, Inc.
Thesis
Diamond Hill initiated a position in Verisk Analytics because it is the leading provider of data and analytics to the insurance industry and operates with limited competition. Its services represent a small part of customers' overall costs but are deeply embedded in their workflows and critical to their operations. The manager believes this combination supports consistent revenue growth, strong margins and sustained pricing power.
“supporting consistent revenue growth, strong margins and sustained pricing power.”