Webinar Replay: Arnott Opportunities Strategy Update
Published on:
February 4, 2021
Published IN:
News & Insights
[vc_row][vc_column][vc_column_text]Please find below a link to watch the replay of our webinar.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_video link="https://www.youtube.com/watch?v=nAc5Sa0vuDM" title="Arnott Opportunities Strategy Update Webinar"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]Yianni and Kenny discussed the following topics:
- Arnott Capital's asymmetric investing approach;
- How the Arnott Opportunities Strategy delivered positive monthly returns in both the 2nd largest negative month of the MSCI World Index since our strategies inception (Arnott Opportunities Strategy +7.77% versus MSCI -13.47%) and the largest positive month of the MSCI World Index since our strategies inception (Arnott +9.33% versus MSCI +12.66%), that both occurred through 2020;
- Our outlook for 2021; and
- Current investment themes that are in the portfolio.
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