Arnhem Investment Management is a boutique fund manager focused on delivering value through in-depth industry structure analysis and company research. With over 150 years of combined investment experience, the research team continues to deliver industry leading expertise.
Arnhem White Paper: Solar Photovoltaic (PV) panels on house rooftops has already had an impact on the electricity industry, and home battery storage and electric vehicles are other disruptive technologies that are starting to gain traction. This white paper discusses the potential impact of these ‘disruptors’ on the electricity industry and its various players.
George Clapham looks at the increasing yield from arable land. The improvement in agricultural productivity is due to a combination of better farming practices, adoption of new seeds and traits, better weed, disease and pest control, improving fertility rates and lifting water efficiency.
Arnhem White Paper: The car industry has had a significant impact on our society over the last 100 years. We believe an acceleration of technological breakthroughs will likely see the global automotive industry change in the next 20 years. In this video, George Clapham provides a high level overview on these industry drivers.