Arnott Capital Annual Letter 2023

Published on: February 15, 2024 Published in: News & Insights

Dear Fellow Investors,

Please find attached our 2023 annual investor letter.

The aim of this letter is to provide you with some insights into our process particularly relating to our performance in 2023. Furthermore, we provide an update regarding our macro views in 2024 as well as current investment themes and ideas.

Download Arnott Capital Annual Investor Letter 2023