Arquitos Capital Management 4Q18 Commentary: Structured for Permanence

Arquitos Capital Management commentary for the fourth quarter ended December 31, 2018. Q3 hedge fund letters, conference, scoops etc Point of view is worth 80 IQ points. – Alan Kay Dear Partner: Arquitos returned -31.3% net of fees in 2018, compared to -4.4% for the S&P 500. Our annualized net return since the April 10, 2012, launch is 21.3%. Please see page 8 for more detailed performance information. Structured for Permanence In “Perennial Seller: The Art of Making and Marketing Work that Lasts,” author Ryan Holiday writes about artists and goals and reality. Why do movies like “The Shawshank Redemption”…