This Fund Focused On The Financial Industry Did Well In 2021

The Arbiter Global Financials Fund returned an estimated 26%, compared to its benchmark, the MSCI ACWI Financials Index, which returned 25.1%. In their year-end letter, which was obtained by ValueWalk, Matthew Hankin and Ross Levin of Arbiter said they believe their portfolio is well-positioned in the current environment. Q4 2021 hedge fund letters, conferences and more It contains a mix of “companies that should do well in a variety of macroeconomic scenarios with a steady tailwind of consolidation and takeover activity in the small cap financial services sector.” Arbiter’s Largest Positions Arbiter’s largest position at the end of 2021 was…