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Fixing a Broker System

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.

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Diversification: the Key to Smart Investing

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.

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ABC: The Business

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.

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Unlock Value: BHB Billiton Urged to Demerge

US Hedge Fund Elliot International released a proposal urging BHP to ‘unlock’ it’s value. In this AFR Article, Arnhem Managing Partner and Portfolio Manager, Neil Boyd-Clark, gives his thoughts on the activist fund’s appeal to the resource giant, and what it could mean for shareholders.

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The Hand of APRA

Arnhem Managing Partner and Portfolio Manager, Mark Nathan, had the opportunity to give his insight into APRA’s recent tightening of lending standards. The attached article in the Sydney Morning Herald, features Mark’s comments on the new policies and how they effect the banks.

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Intel – On the road to nowhere?

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

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Why SMA’s?

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.

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