Kenny Arnott's Arnott Opportunities Strategy generated a net return of 44.8% for the 12 months ended June 2021. The net average monthly exposure was 64.5% during this period, while the average gross exposure was 136.7%. Following this performance, since its inception in 2013, the fund has produced an average annual return of 24.3%.
Q2 2021 hedge fund letters, conferences and more
Uranium Basket
The most significant contributor to performance in the portfolio during the year to the end of June was the hedge fund's uranium basket. This...