Ron Baron Comments on Arch Capital Group

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Nov 11, 2019

Arch Capital Group Ltd. (ACGL, Financial) is a specialty insurance and reinsurance company based in Bermuda. Shares appreciated due to improving market conditions for commercial insurance and continued strength in mortgage insurance. Management is taking advantage of higher rates by selectively writing more business. The company reported strong earnings while book value per share increased, up 19%.

From Ron Baron (Trades, Portfolio)'s Baron Partners Fund third-quarter 2019 shareholder letter.

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