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.
Traditional global funds have fallen short for Australian investors when it comes to genuine equities diversification. Arnhem Global Growth and Arnhem Australia+ are our solution, offering truly diversified exposure to high growth global industries not available in Australia.
Amazon Web services; Amazon’s powerhouse Cloud business, shuddered to a halt after a malfunction in February 2017. Arnhem Partner and Retail & IT Analyst, Chris Tynan, takes a look at the biggest cloud in the sky and what happens when it all comes crashing down.
Intel announced 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
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.