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.
Company Reporting Season is a busy time for fund managers and financial professionals, who wade through the barrage of financial results which will ultimately influence their views on companies. After 32 years in the industry, Arnhem Managing Partner, George Clapham, breaks down 7 key things he looks for when analysing a company report.
Arnhem Healthcare Analyst and Back-up Portfolio Manager, Gino Rossi, looks at the latest move away from classic healthcare stocks, with investors sheltering from regulatory risk in the US. As alternative healthcare stocks, like Dental and Animal health, see their value soar, are investors just swapping regulatory risk for the risk of overpaying for assets?
Arnhem Managing Partner, George Clapham, looks at how Amazon is impacting retail markets. As recent moves by the online retailer has the Australian market wary, US DIY retailer, Home Depot, is a prime example of how businesses can counteract market fears and become Amazon ready.
Arnhem Managing Partner, Neil Boyd-Clark, assesses the landscape of the Australian TV Industry. Drawing on US innovation, Australia’s big 3 TV broadcasters must adapt to subscription TV models and falling advertiser revenue, but the question remains whether Ten network will get back on its feet or be consumed by the rest of the industry.
Breakthroughs in Immuno-Oncology drugs have generated a lot of media attention and represent a big growth area in cancer treatment. Arnhem Healthcare Analyst and Global Portfolio back-up Manager, Gino Rossi, discusses the big players and the latest developments in treating the deadly disease.
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