Arquitos Capital Management 2Q21 Commentary
Arquitos Capital Management commentary for the second quarter ended June 30, 2021. The clock does not measure time; it produces it. – Unknown Dear Partner: Arquitos Capital Management Q2 PerformanceArquitos returned 7.2% net of fees in the second quarter of 2021, bringing the year-to-date return to 51.3%. Our portfolio has nearly doubled in the past nine months after underperforming for several years. Original investors from April 2012 have achieved a net return of 18.1% annually, beating the S&P 500 by nearly 3% per year. A $100,000 investment at inception is now worth a bit more than $465,00...