Arquitos Capital’s Q1 2021 Investor Letter

Arquitos Capital, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A  net return of 41.2% was delivered by the fund for the Q1 of 2021, ahead of its S&P 500 benchmark that delivered a 6.2% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.