Why We Own Consorcio ARA (Ticker: ARA.MX)

What this episode covers

This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA and outline the investment thesis for why we own the company in our Arch Capital limited partnership. ------------------------------------------------------------------------------------------------------------------------------------ What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/ ------------------------------------------------------------------------------------------------------------------------------------ Timestamps Why we own Consorcio ARA (1:08) Management (18:36)

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How long is this episode of Chit Chat Stocks?

This episode is 44 minutes long.

When was this Chit Chat Stocks episode published?

This episode was published on October 28, 2022.

What is this episode about?

This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in...

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