Your portfolio manager, Gary Hui of Arowana, discusses the stock story behind Afterpay and shares his thoughts on the future of the energy market in the below interviews with Christopher Hall from Boardroom Media.
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.
Mainstreet Equities Advisers has just released a research report on Arowana Australasian Value Opportunities Fund Limited and awarded it a “Recommended” investment rating. In their report, Mainstreet highlights their positive view on the fund’s “more concentrated and opportunistic portfolio” and suggests this is “providing a greater capital risk / return profile.”
To see their full report please click here
AAVOF is pleased to invite you to attend an Investor Update Webinar on Thursday 16 June at 11am (AEST). The webinar will be hosted by our CIO, Gary Hui who was recently featured in the Australian Financial Review.
Gary will update investors on the Company’s performance to date, the investment approach and some background on stocks currently held in the portfolio.
To register please click here.