Webinar Replay: Arnott Opportunities Strategy Update
Please find below a link to watch the replay of our webinar.
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.