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.
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.
When it comes to buying a new house, more than half of Australians consult a mortgage broker. Mark Nathan and Mathieu Blake look at ASIC’s mortgage broker remuneration report, shedding some light on the shady side the industry.
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.
Neil Boyd-Clark features on ‘The Business’ to discuss Elliot International’s proposal to demerge BHP Billiton and unlock billions of dollars of value for shareholders.
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
Separately Managed Accounts are a professionally managed fund structure, giving investors transparency, tax benefits and the opportunity to own world class companies in their own name! Watch the video to see why SMA’s could be right for you.
Watching the summer cricket is an Australian tradition, but is all that about to change? Arnhem Managing Partner, Neil Boyd-Clark, investigates the threat to our beloved sports coverage on free to air television.
Theo Maas – Portfolio Manager Arnhem Global SMA’s, gives his tak eon the Snapchat IPO and why it’s not for us.
Arnhem Global Portfolio Manager Theo Maas speaks with with Sky Business’ Mark Todd on “Your Money Your Call.” Theo and Mark discuss Arnhem’s Global SMAs, diversifying portfolios outside of Australia, the FANGA stocks and much more.
There is a lot of noise around Apple Pay, but for now it offers little benefit over and above carrying your tap and go credit card in your phone case. Longer term the technology offers lots of applications, but we expect Apple to lag Android. This blog explains why.
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.
