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About Arnhem

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.

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Intel – On the road to nowhere?

Intel announced last night that it plans to acquire Israeli company, Mobileye, in an all-cash deal for US$15bn, or a 36% premium to the current share price.

But does this acquisition allow Intel to catch up in systems for autonomous vehicles? We don’t believe so and prefer our holding in Nvidia

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Why SMA’s?

Seperately Managed Accounts are a professionally managed fund structure, giving investors transparency, tax benefits and the opportunity to own world class companies in their own name! Watch the video to see why SMA’s could be right for you.

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That’s Not Cricket!

Watching the summer cricket is an Australian tradition, but is all that about to change? Arnhem Managing Partner, Neil Boyd-Clark, investigates the threat to our beloved sports coverage on free to air television.

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Your Money Your Call

Arnhem Global Portfolio Manager Theo Maas speaks with with Sky Business’ Mark Todd on “Your Money Your Call.” Theo and Mark discuss Arnhem’s Global SMAs, diversifying portfolios outside of Australia, the FANGA stocks and much more.

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Apple Pay

There is a lot of noise around Apple Pay, but for now it offers little benefit over and above carrying your tap and go credit card in your phone case. Longer term the technology offers lots of applications, but we expect Apple to lag Android. This blog explains why.

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Disruptive Technologies in the Electricity Industry

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.

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FANGA – Is that all there is?

It’s hard to believe there is more to the market than FANGA stocks (Facebook, Amazon, Netfilx, Google [Alphabet] and Apple). Theo Maas takes a closer look to see if they really live up to the hype.

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Why is big, beautiful in Agriculture chemicals?

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.

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