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Webinar Replay: Arnott Opportunities Strategy Update

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