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.
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.
We are delighted to introduce our new SMA strategy for the retail market called Arnhem Australia+ with an introduction from managing partner, George Clapham. Arnhem Australia+ is a high conviction SMA portfolio of quality growth Australian and international equities. The strategy gives investors the combined benefits of franked Australian dividend income with balanced exposure to […]
It only took 15 years! When the Nasdaq Composite index in the US hit 5,000 again in April 2015, the market was immediately reminded of the bad old days in the late nineties. In this article, Arnhem Global SMA portfolio manager Theo Maas will answer the question whether we are seeing a similar market environment […]
The semiconductor industry is a mysterious beast. Its products vary from highly commoditised chips called ‘DRAM’ which are used extensively in personal computers through to extremely specialised manufacturing equipment like lithography machines. It’s grown from the early days of Intel in the 1970’s to modern day $350bn industry we now know it as. Here to […]
Arnhem Investment Management’s Coal white paper, provides a context for the debate about coal in the global energy supply suite. The paper draws heavily on factual information to highlight why coal production has increased sharply in recent times and why it is likely to continue to increase for the next 20 years. It goes on […]
