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Arnott Capital Interim Letter 2021

Dear Fellow Investors,

Please find attached our 2021 interim investor letter.

The aim of this letter is to provide you with some insights into our process particularly relating to our performance from July 2020 to June 2021. Furthermore, we provide an update regarding our macro views as well as current investment themes and ideas.

Disclaimer (AUT TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.

Disclaimer (CAYMAN TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.

Disclaimer (AUT TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.

Disclaimer (CAYMAN TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.

Disclaimer (AUT TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.

Disclaimer (CAYMAN TEST)
Information and commentary contained within this website is solely for wholesale and Institutional clients within the meaning of section 761G of the Corporations Act 2001.

As the holder of Australian Financial Services Licence No. 291385, Arnott Capital is not authorised to provide any type of advice to retail clients.

By entering this website you acknowledge the content is provided for information purposes only and you qualify as a wholesale or institutional client.

I confirm I am a wholesale or institutional client and agree to the terms & conditions.

By entering this site you are agreeing to the terms & conditions.