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Sydnee Gatewood
Sydnee Gatewood
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Ron Baron Comments on Arch Capital Group

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July 29, 2020 | About:
Arch Capital Group Ltd. (NASDAQ:ACGL) is a specialty insurance company based in Bermuda. While the property & casualty insurance segments are improving, economic-related headwinds in the mortgage business caused the shares to detract. Lender forbearance and rising unemployment are causing higher mortgage delinquencies, which pressured earnings due to Arch’s provision for credit losses even if these delinquencies don’t ultimately result in cash losses. However, we continue to own the stock due to Arch’s strong management team and underwriting discipline.

From Ron Baron (Trades, Portfolio)'s Baron Growth Fund second-quarter 2020 shareholder letter.

About the author:

Sydnee Gatewood
I am the editorial director at GuruFocus. I have a BA in journalism and a MA in mass communications from Texas Tech University. I have lived in Texas most of my life, but also have roots in New Mexico and Colorado. Follow me on Twitter! @gurusydneerg

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