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.
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.