Arnott Capital commentary for the month of January ended January 31, 2023.
The fund returned positive 0.26% for the month of January 2023. Net exposure averaged 36% long, while gross averaged 144%. This brings our calendar year return to positive 0.26% and since inception return to positive 22.00% p.a. net of fees.
Q4 2022 hedge fund letters, conferences and more
Global risk markets rallied through January as investor sentiment continued its upward march, buoyed by further data supporting a ‘peak’ in inflation. Whilst for the time being it appears we are unlikely to see the inflation prints in the year ahead - which we saw last...


