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.
Senator Orrin Hatch: ‘How do you sustain a business model in which users don’t pay for you service?’
Mark Zuckerberg: ‘…we run ads.’
Arnhem Dealer, Mathieu Blake, looks to the future of the Facebook business model in the wake of recent scandal and the looming inevitability of privacy regulation.
Qantas has staged a remarkable bounce back to profitability since its all-time low in 2014. This year could be another record profit for the airline. Arnhem Partner and industry expert, Bruce Low, has performed a detailed analysis to dissect the key drivers of the turnaround, and to determine if its cyclical or structural, and whether or not it’s sustainable.
Internet users the world over are on edge once again. An expose on a politically aligned insights group harvesting the data of 50 million Facebook users, caused a broad selloff for the tech giant and the wider sector. Hacking, data breaches and viruses are front of mind. Arnhem’s Chris Tynan looks at the latest spate of data related debacles and how consumers, companies and governments are seeking ways to secure the cloud and encrypt their chips.
When Bob Iger, Walt Disney’s Chairman and CEO announced that the company would be making a significant strategic shift in August this year, few might have imagined that this shift would include making the world’s premier premium content company even bigger, but that is exactly what has happened. Global Media Analyst Neil Boyd-Clark dissects the news on Disney acquiring the majority of 21st Century Fox Assets. Disney is a holding in both Arnhem Global SMA Portfolios.
The Beauty Industry is seeing strong growth, with premium products becoming more and more popular among consumers, thanks to social media, online tutorials and celebrity influencers. Consumer Discretionary and Retail Analyst, Bertrand Eury, looks at the trends in the industry and where the attractive investments lie.
As the the world strives works toward a sustainable energy future, we rely on new technology to help us lower emissions and still maintaining our lifestyle. However, sometimes going green isn’t as straight forward as we think. Arnhem Partner, Bruce Low, looks at Electric Vehicles (EVs) in Australia and runs the numbers to see how green they really are.
Nike is already using 3D printers to make shoe prototypes, but as large apparel brands race to keep up with consumer trends, new manufacturing technology could see the company catch up with its fast fashion competitors. Bertrand Eury steps into the world of footwear apparel to look at Nikes big plans for supply chain automation.
Given the choice, most investors want growth and income in their portfolio. Despite the popularity of high yielding stocks, Arnhem Managing Partner George Clapham makes the case for fundamental growth stocks. Over the long term, they outperform their income counterparts, both in yield and capital growth.
There is lot of talk about the ‘Bill Shock’ Australians experience when they receive their power bill. Despite the hype around electricity, Mark Nathan warns consumers to brace themselves for their next car insurance notice as premium rates are also on the rise.
Arnhem Head of Distribution Sam Stobart has written a white paper, recently published in the Financial Standard Managed Account Journal on Sector Concentration Risk and how our global SMA’s portfolios uniquely solve this problem.