Arch Capital Management’s Q3 2022 Investor Letter

Arch Capital Management, an investment advisory firm, released its third-quarter 2022 investor letter. A copy of the same can be downloaded here. The decline in the portfolio’s mid/large-cap consumer internet and software stocks dragged the fund’s performance in the third quarter. Year to date, the fund declined 29.4% compared to a decline of 23.9% for the S&P 500 Index. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.