Arnott Capital Annual Letter 2022

Published on: January 20, 2023 Published in: News & Insights

Dear Fellow Investors,

Please find attached our 2022 annual investor letter.

The aim of this letter is to provide you with some insights into our process particularly relating to our performance for the year ended 31 December 2022. Furthermore, we provide an update regarding our macro views as well as current investment themes and ideas.

Download Arnott Capital Annual Investor Letter 2022