Arquitos Capital Management commentary for the first quarter ended March 31, 2024. Dear Partner: Arquitos returned 19.4% net of fees in the first quarter of 2024. Performance was led by our investments in Vistry and Liquidia, up 34% and 23% respectively. Liquidia is now our largest investment. Q4 2023 hedge fund letters, conferences and more I put off writing this letter in the hopes of providing a resolution on Liquidia’s legal battles. I expected the company to come to market with their Pulmonary Arterial Hypertension (PAH) drug in April. This launch has been slightly delayed by heroic legal efforts from…
Arquitos Capital Management Q1 2024 Investor Letter
HFA Staff
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