Arnott Capital Interim Letter 2026

Dear Fellow Investors,

We are pleased to share the 2026 Interim Investor Letter for the Arnott Opportunities Strategy.

The aim of this letter is to provide you with some insights into our process, particularly relating to our performance over the past 6 months ending 30 June 2026. Furthermore, we provide an update regarding our macro views, current investment themes and ideas.

Download Arnott Capital 2026 Interim Investor Letter

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