Arquitos Capital Management 3Q21 Commentary: St Joe
Arquitos Capital Management commentary for the third quarter ended September 2021, discussing their position in St Joe Co (NYSE:JOE). Q3 2021 hedge fund letters, conferences and more Arquitos Capital Management PerforamnceDear Partner: Arquitos returned -4.1% net of fees in the third quarter of 2021, bringing the year-to-date return to 45.1%. Making macro predictions is a difficult game to play. My view has always been to choose companies from a fundamental perspective, bottom-up, but look to the macro environment as a risk-control measure. There are times, however, when a macro view can be us...