Arch Capital: Attractive, Though Hurricane Season Looms

Shares of Arch Capital (NASDAQ: ACGL ) have been a poor performer over the past year, losing 9% of their value, as the company has dealt with increased Bermuda income taxes and losses from the California wildfires. Additionally, its small mortgage insurance may beOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an ...