Webinar Replay: Arnott Opportunities Strategy Update

[vc_row][vc_column][vc_column_text]Please see the below link to watch the replay of our webinar.[/vc_column_text][vc_video link="https://youtu.be/w7e8u8M3p5M" title="Arnott Opportunities Strategy Update Webinar"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]Yianni and Kenny discussed the following topics:

  • Our investment approach and performance over a longer timeframe;
  • Performance summary over the last 12 months, when we have delivered a net return of 44.81% and lessons we have learnt.
  • Macro risks and opportunities for the portfolio ahead in the next 12 months;
  • A discussion of our Current Themes and Ideas

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