Arquitos Capital Management Q1 2025 Investor Letter
Source: SeekingAlpha
2025-04-25 06:30:00 ET
Summary
- Arquitos returned 13.8% net of fees in Q1 2025 and is up an estimated 30% year-to-date despite market turmoil.
- I am highly confident in our top four positions, which are uncorrelated to general markets and have strong company-specific catalysts.
- Supply chain disruptions due to tariffs are expected, but this volatility presents attractive opportunities for special situations investors like us.
- Our largest holdings, including ENDI Corp, Finch Therapeutics, Nam Tai Property, and Liquidia Therapeutics, have shown significant progress and have substantial upside potential.
Dear Partner:
Arquitos returned 13.8% net of fees in the first quarter of 2025. Please see page four for more detailed performance information....
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Arquitos Capital Management Q1 2025 Investor Letter
ENDI Corp Com
NASDAQ: ENDI
ENDI Trading
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