Arch Capital Management’s Q4 2021 Investor Letter

Arch Capital Management, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. Through the first 11 months of the partnership, the fund was able to deliver a 3.53%  return, compared to the S&P 500 Total Return Index, its core benchmark, which returned 30.02% for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.