nasdaqmmac
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...
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Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more "Reason can only speak. It is love which sings." - Joseph de Maistre Arquitos Performance Compared to the S&P 500 Dear Partner: Arquitos returned 41.2% net of fees in the first quarter of 2021. The fund is up approximately 81% over the last six months. Our positions in Nam Tai Property (NYSE:NTP), Enterprise Diversified (OTCMKTS:SYTE), and ALJ Regional Holdings (NASDAQ:ALJJ) were the primary drivers of performance during the first quarter. Nam Tai PropertyI wrote ...
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