Arquitos Capital Management letter to investors for the third quarter ended September 30, 2023.
Dear Partner:
Arquitos returned -1.1% net of fees in the third quarter of 2023, bringing the year-to-date return to 7.8%.
We received positive news last month on one of our larger positions, Vistry Group PLC (LON:VTY). I will provide an update on Vistry later in this letter. But first, I thought it would be helpful to provide some background on Arquitos and why I believe we are currently in a performance trough.
Q3 2023 hedge fund letters, conferences and more
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