Arquitos Capital Management 1Q21 Commentary
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 ...