Ron Baron Comments on Arch Capital Group

Guru stock highlight

May 11, 2023

Summary

Company has strong balance sheet.

Arch Capital Group Ltd.’s (ACGL, Financial) exceptionally strong balance sheet, underwriting expertise, and its culture of cycle management, meaning aggressively writing property policies only when rates are high, have enabled that company to become a leader in its industry.

From Ron Baron (Trades, Portfolio)'s Baron Funds first-quarter 2023 letter.

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure

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