In a recent investor note, Arctos said it expects minimal exposure to tariff shocks across its portfolio. 'The underlying business model of sports benefits from exceptional stability due to long-term, contracted revenues across media rights, sponsorship and ticketing,' the firm noted, citing minimal reliance on import-heavy cost structures and domestic-focused demand. Arctos' confidence is backed by historical data: its proprietary RAFSI index, built in partnership with the University of Michigan, shows that team values have grown through past downturns, including the dotcom crash, the mortgage crisis, and the pandemic. The firm's sports-focused funds have seen consistent annual growth of 6% to 7.5% over the past two years, based on regulatory filings. Recent milestones include its latest minority investment in the NFL's Buffalo Bills. Arctos now holds positions in at least 15 franchises across the MLB, NBA, NFL, and NHL. While public markets have seen sports stocks decline by 7.6%...
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