Arquitos Capital Management 2Q19 Commentary: Heavy Long This Microcap

Arquitos Capital Management commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Be curious, not judgmental. – Walt Whitman Dear Partner: Arquitos returned -5.1% net of fees in the second quarter of 2019, bringing the year-to-date return to 0.1%. Our annualized net return since the April 10, 2012, launch is 19.7%. Before fees, Arquitos has returned 437% cumulatively and 26.1% annually since our launch seven years and three months ago. Please see page five for more detailed performance information. We will be holding our annual meeting in New York City on Tuesday, September…