To download a copy of November’s Shareholder Update, please click here
Gary Hui, Executive Director & Portfolio Manager of Arowana & Co. speaks with Christopher Hall regarding his investment themes.
Gary comments that, “one of the themes that we like is renewable energy, the key is to find the sweet spot in that theme so you earn outsized returns”.
Listen to the full interview here by Christopher Hall and Gary will share which companies that fit this theme.
Gary Hui, Executive Director & Portfolio Manager of Arowana & Co. speaks with Christopher Hall regarding the Arowana Australasian Value Opportunities Fund and his investment approach.
“A great investment theme is not enough; the trick is to find the sweet spots in that theme, be it points in an industry chain where rent can be extracted, or specific companies that have experienced self-inflicted wounds and are now recovering, or are just simply underpriced quality.”
To listen to the interview click here.
Our current ‘Investor Presentation’ pack was released to the ASX on Wednesday 9 November. It provides a comprehensive update on the fund; its people, process and portfolio news may be downloaded by clicking here.
To download a copy of October’s Shareholder Update, please click here
To download a copy of September’s Shareholder Update, please click here