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…
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