Our Funds
The Arnott Opportunities Strategy employs a global, top-down thematic long-short approach, investing across various asset classes such as listed equities, commodities, carbon products, derivatives, fixed income, hybrids, and currencies. The strategy aims to deliver consistent annual positive (absolute) returns, irrespective of market conditions. While top-down themes drive the portfolio, bottom-up assessments also occur in the context of identifying the best value entry points to access each thematic opportunity.
Arnott Capital manages investment capital on behalf of a diverse group of clients, including family offices, high net worth individuals, private wealth groups and institutional investors.
The Arnott Opportunities Trust is rated “Recommended” by Zenith Investment Partners.
Differentiated Investment Approach
The Arnott Capital team explains how their approach differs from traditional long/short equity, global macro, and event-driven strategies.
By focusing on macroeconomic inflection points, the team looks for major shifts in macroeconomic data that have not yet filtered through to individual stock prices.
These overlooked turning points, where company-level perspectives lag broader macro trends create both long and short opportunities, essentially creating the potential for alpha from mispricing.
Collaborative Portfolio Construction
This segment outlines how Arnott Capital generate investment ideas and work together to construct the portfolio.
Co-CIOs Kenny Arnott and Yianni Gertos highlight the strength of their partnership: two distinct perspectives that naturally complement each other. Kenny brings a macro-driven, high-level view of global trends, while Yianni approaches ideas through rigorous micro-level and fundamental analysis.
The most valuable tool being that they both look at the world in different ways, bringing a differentiated approach to portfolio management – in which macro insights are reinforced by micro-level analysis through this blend.
