Two weeks ago, ValueWalk published the year-end 2014 shareholder letter for Arquitos Capital Partners. The partnership reported a staggering 58% return for 2014, following a similar performance during 2013 when Arquitos returned 47% for partners. It's hard to ignore this kind of performance, so I decided to try and dig a bit deeper to discover what makes Arquitos tick.
Behind the scenes
Arquitos is a small, relatively new partnership that has surprised for two reasons since inception. Firstly, the fund's returns since inception have been second-to-none. And secondly, the partnership has been able to achieve these returns with a lower-than average level of risk.
I’m sure; many readers will look at Arquitos' returns and instantly think "there’s no way 40%+ p.a. returns...
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