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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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Caution advised in global SMAs

Arnhem’s Global SMA portfolio manager, Theo Maas, had the opportunity to discuss Australian equity sector concentration risks and how to solve for them globally during the Institute of Managed Account Providers latest Webinar. The attached article, thanks to Financial Observer, covers some of his key points raised during the session.

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Your Money Your Call

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.

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