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Webinar Replay: Arnott Opportunities Strategy Update

Please find below a link to watch the replay of our webinar.

Arnott Opportunities Strategy Update 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.

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