The Arnhem Core capability is an equity portfolio of around 35 sustainable growth companies from 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, 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.