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Baron Growth Fund's investment thesis on Arch Capital Group Ltd. ($ACGL) — Q2 2024 | Buyside Digest

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$ACGLNASDAQArch Capital Group Ltd.

BULL

Baron Growth Fund—ACGL

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$98.84USD

+0.8% vs last month

$98.15Pitched

+0.7% since pitch

Market Cap$33.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Arch Capital delivered strong quarterly results with a 21% operating ROE and 40% growth in book value per share. Strong underwriting margins...

— Neal Rosenberg

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What other investors think about $ACGL, and what else Baron Growth Fund is buying.

Other pitches on $ACGL

Other investors who've written on Arch Capital Group Ltd.

Baron Growth FundBULL

Pitched Mar 31, 2025

Arch Capital saw positive share movement due to robust underlying operating trends and the natural stability of the insurance sector during risk-off environments. The company delivered...

View all $ACGL pitches →