Eagle Capital Management, LLC on Arthur J. Gallagher & Co.
Thesis
Arthur J. Gallagher is a high-quality holding operating in commercial insurance brokerage. Eagle sees the company gaining market share as its industry continues to consolidate. Together with the other businesses in this portfolio bucket, Gallagher combines durable competitive positioning with the potential for mid-teens EPS growth over the next several years.
“A.J. Gallagher is a commercial insurance broker that continues to gain share in a consolidating industry.”