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Our Strategy

Through our research process, we strive to own a small number of businesses that we deeply understand. These companies are durable, competitively advantaged, and widely misunderstood. 

Long-Term Time Horizon

  • Ideally, we hold businesses forever

  • Continuously updated 5-year outlook

  • Willing to sell if our outlook changes

Price Matters

  • We estimate cash flows conservatively, leading to valuation discipline

  • We target businesses with high margins of safety

Own What we Understand

  • Stick to where we have an advantage

  • Identify customer value proposition

  • Conviction begets concentration

Unique Research Process

  • Use our separately owned media group to source ideas

  • Patient thesis development process 

Full Strategy

Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

This document is intended for informational purposes and should not be considered as an offering or the solicitation of an offer to purchase an interest in Arch Capital Investors Fund LP (the Fund). Past performance is not a guarantee of future results and there is no assurance that the investment objectives of the Fund will be achieved. An investment in the Fund involves a high degree of risk and is a concentrated strategy that may come with significant volatility compared with other investments. The contents of this website are based upon sources of information believed to be reliable but no warranty or representation, expressed or implied, is given as to their accuracy or completeness. The Fund may invest in foreign securities that involve greater volatility, risks, and differences in accounting methods. The Manager asserts that the reader is solely liable for their interpretation and use of any information contained on this website.

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