Arisaig Partners on Arco Platform (ARCE): “We Believe the Valuation of the Shares Still Looks Very Reasonable”

Arisaig Partners, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. Arisaig’s Funds recovered substantially in the second quarter after a muted start to the year, with its Asia and Global Funds gaining 3.4% and 5.3% respectively. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.

In the Q2 2021 investor letter of Arisaig Partners, the fund mentioned Arco Platform Limited (NASDAQ:...