Australian Equity Concentrated Fund

Concentrated Portfolio
Sustainable Growth
High Conviction

The Arnhem Concentrated capability is a high conviction portfolio of around 25 of the best ideas within the Australian share universe. The strategy is focused on selecting companies operating in well-structured industries and is designed to deliver above average capital gains over the medium and long term.
Our research approach is based on a deep understanding of industry dynamics and focuses on identifying the key industry structural challenges that all businesses face.

Key Features and Guidelines

Through a carefully selected, high conviction portfolio of growth stocks, the strategy is suited to investors with a longer term investment horizon. Its focus on sustainable growth companies is expected to deliver superior capital gain over time.
Key Features

  • Outperformance objective of 3-5% (S&P/ASX 200)
  • Investment time frame of at least 5 years
  • Typical active share of around 60%

Key Guidelines

  • Fully invested in about 25 stocks
  • Risk controlled through stock and sector limits
How to Invest

Institutional investor can invest via an individually managed portfolio.  Please contact us for more information