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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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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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Changing Lanes

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.

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Arnhem Australia+

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 high growth industries not available in Australia. It is available on the Hub24, Mason Stevens and Linear managed account platforms.

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This time it is different!

Arnhem White Paper: 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 for tech companies today.

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Chipping away at the semiconductor industry

Arnhem White Paper: 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 help you understand this exciting and innovative growth industry is Arnhem’s Global SMA portfolio manager Theo Maas.

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