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What’s Ahead for Wesfarmers ?

In this AFR article, Arnhem Investment Management Partner, Chris Tynan, lends his insight into the supermarket space. Chris comments on the pending Coles demerger and the threat of outside supermarket discounters.

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The Subtle Transformation of Apple

Arnhem Global Portfolio Manager and Technology Analyst, Theo Maas, talks to the Sydney Morning Herald about Apple’s record revenue for its ‘services’ business. Could the world’s biggest company be turning into a fee collector?

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Crown’s Pain is Investors’ Gain

Arnhem Global Portfolio Manager, Theo Maas, talks to Bloomberg about James Packer’s retreat from emerging markets as Crown’s overseas ventures unravel. It may be traumatic for the company, but a more streamlined business means that Packer’s pain has turned into shareholders’ gain.

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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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