Arch Capital: Attractive Even With Slowing Premium Inflation

Group 1 - Arch Capital Group's shares have declined approximately 18% over the past year, indicating poor performance [1] - Despite the company's strong operational performance, concerns regarding pricing trends in the sector have negatively impacted its stock value [1] Group 2 - The article emphasizes the importance of macro views and stock-specific turnaround stories for achieving outsized returns with a favorable risk/reward profile [1]