Core Viewpoint - Arch Capital Group (ACGL) has shown modest performance with a 6% gain over the past year, attributed to solid underwriting results but limited share price appreciation due to concerns over slower growth, underwriting margin fears, and increased Bermuda taxes [1] Group 1: Company Performance - Arch Capital Group has delivered solid underwriting results despite the modest share price performance [1] - The company's share price appreciation has been constrained by concerns regarding growth and underwriting margins [1] Group 2: Market Concerns - There are fears related to slower growth and underwriting margins that are perceived to be overstated [1] - Higher taxes in Bermuda are also contributing to the limited share price appreciation [1]
Arch Capital's Measured Underwriting Is Underappreciated