Arquitos Capital Management 1Q19 Commentary

Arquitos Capital Management commentary for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Wait for that wisest of all counselors, Time. – Pericles Arquitos returned 5.4% net of fees in the first quarter of 2019. Our annualized net return since the April 10, 2012, launch is 21.4%. Please see page 6 for more detailed performance information. ********** I am making my annual trek to Omaha from May 2-6 for the Berkshire Hathaway annual meeting. If you will be in town, my colleagues and I at Willow Oak Asset Management invite you to a panel…