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Arnott Opportunities: Finding Opportunities In Highly Volatile Commercial Aviation Market

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Predrag Shipov
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Arnott Capital
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Arnott Capital is an alternative investment company from Australia founded by Kenny Arnott in 1999. Current Arnott portfolio encompasses about A$500 million in AUM over a diverse clientele including family offices, private wealth groups, and high-net-worth individual investors.

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The focus of the fund's investment strategy is on absolute return strategy, aiming at thematic investment opportunities, keeping a strong bias on equity. To achieve planned goals Arnott utilizes an asymmetric investment approach through the identification of high-quality assets.

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October Commentary And Take On Commercial Aviation

The fund returned +0.19% in October, raising its YTD return to a modest +3.68%. Gross exposure was 96& on average, while net reached...

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