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