Arquitos Capital, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net return of 7.2% was delivered by the fund for the Q2 of 2021, bringing the year-to-date return to 51.3%. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.
In the Q2 2021 investor letter of Arquitos Capital, the fund mentioned Nam Tai Property Inc. (NYSE: NTP) and discussed its stance on...
