Please see the below link to watch the replay of our webinar.
Arnott Opportunities Strategy Update Webinar
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