mmacapital
Arquitos Capital Management commentary for the second quarter ended June 30, 2021. The clock does not measure time; it produces it. – Unknown Dear Partner: Arquitos Capital Management Q2 PerformanceArquitos returned 7.2% net of fees in the second quarter of 2021, bringing the year-to-date return to 51.3%. Our portfolio has nearly doubled in the past nine months after underperforming for several years. Original investors from April 2012 have achieved a net return of 18.1% annually, beating the S&P 500 by nearly 3% per year. A $100,000 investment at inception is now worth a bit more than $465,00...
ValueWalk
Bonhoeffer Fund commentary for the third quarter ended October 30, 2020, providing a case study on MMA Capital Holdings Inc (NASDAQ:MMAC).Q3 2020 hedge fund letters, conferences and moreDear Partner,The Bonhoeffer Fund returned 5.1% net of fees in the third quarter of 2020 compared to up 5.0% for the MSCI World ex-US, a broad-based index. Our year-to-date performance is down 15.2% net of fees, compared to the DFA International Small Cap Value Fund, which is down 15.9%. (As described in our last letter, the DFA International Small Cap Value Fund is a fund with the closest representative compari...
ValueWalk
Arquitos Capital Management commentary for the third quarter ended September 2020, discussing how their historical holdings MMA Capital (MMAC), Westaim (WED.V), and Enterprise Diversified (SYTE) are historically undervalued.Q3 2020 hedge fund letters, conferences and moreThere is nothing noble about being superior to your fellow man; true nobility is being superior to your former self. - Ernest HemingwayDear Partner:Arquitos returned 2.1% net of fees in the third quarter of 2020, bringing the year-to-date return to -23.7%. Please see page four for more detailed performance information.There ha...
ValueWalk
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