(NYSE: SPOT ) and explained its insights for the company. In its Q1 2022 investor letter, Arch Capital Management mentioned Spotify Technology S.A. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022. With the fund down 15.3% since inception, the market seems to not agree with its assessments. The fund holds a concentrated collection of high-quality businesses purchased at prices where we believe forward returns can exceed a rate of 15% a year. Arch Capital Management, an investment management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here.
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