What arnott capital does

Arnott Capital is an Australian private investment firm founded in 1999 by Kenny Arnott, headquartered in Sydney at Level 39, Aurora Place, 88 Phillip Street. The firm specializes in alternative investment strategies and operates a single flagship approach - the Arnott Opportunities Strategy - a global, top-down thematic long-short investment process that invests across listed equities, commodities, carbon products, derivatives, fixed income, hybrids, and currencies. The strategy targets consistent annual positive absolute returns through an asymmetric investment philosophy focused on identifying early-stage thematic opportunities and downside protection.

The firm delivers this strategy through two vehicles: the Arnott Opportunities Trust, available to Australian wholesale investors via platforms including HUB24, Mason Stevens, Powerwrap, Netwealth, and Macquarie Wrap; and the Arnott Opportunities (Cayman) Fund Ltd, an international vehicle for accredited and institutional investors. Arnott Capital manages approximately A$500 million for a client base spanning family offices, high net worth individuals, private wealth groups, and institutional investors. Reported performance metrics include 19.81% annualized returns since May 2013 inception, only one negligible down year (-0.82%) since 1999, and a maximum drawdown of 9.03% against a market drawdown of 50.71%.

Revenue is generated through management fees and performance fees on the managed funds. The firm operates with a team of approximately seven to eight professionals led by Co-CIOs Kenny Arnott (founder, 30 years of experience including Macquarie Bank) and Yianni Gertos (joined 2019 from KIS Capital Partners). In July 2024, Arnott Capital entered a strategic partnership with Channel Capital to outsource middle office, risk/compliance, client services, and distribution functions. Distribution is delivered through relationship-based engagement with wholesale and institutional clients, supplemented by content marketing (annual letters, webinars, podcasts), media coverage, and platform partnerships. The firm holds Australian Financial Services Licence No. 233743 and explicitly excludes retail, US, Japanese, and Cayman public investors.

Name

arnott capital

Legal name

Arnott Capital Pty Limited

Website

https://arnott.com.au

Company type

Private

Founded year

1999

Operating status

Operating

Short description

Arnott Capital is a Sydney-based, privately held Australian alternative investment firm founded in 1999 that manages approximately A$500 million via a global thematic long-short strategy (the Arnott Opportunities Strategy), offered through an Australian wholesale trust and a Cayman fund to family offices, HNW investors, private wealth groups, and institutional clients.

Ownership category

akta.pro rank

Product category

Alternative Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Strategy — Relative Value & Arbitrage (FI, Vol, Convertibles) (FSAHAFAF)

akta.pro secondary industry

Sector-Focused Equity Long/Short (FSAHAAAC)

Keywords

• Alternative investment management
• Absolute return funds
• Long-short equity strategy
• Asymmetric investment strategies
• Hedge fund management

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Management Fees: Hedge fund generating revenue through management fees and performance fees charged to investors in the Arnott Opportunities Trust and Arnott Opportunities (Cayman) Fund. The firm manages approximately A$500 million for clients.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Arnott Capital is an Australian investment firm that manages absolute return funds using alternative investment strategies. The firm runs a global, top-down thematic long-short strategy — the Arnott Opportunities Strategy — investing across listed equities, commodities, carbon products, derivatives, fixed income, hybrids, and currencies to deliver consistent annual positive returns with downside protection.

Product overview

Arnott Capital offers a single unified investment strategy—the Arnott Opportunities Strategy—delivered through two distinct fund vehicles to serve different investor segments. The Arnott Opportunities Trust serves Australian wholesale investors, while the Arnott Opportunities (Cayman) Fund Ltd serves international investors. Both vehicles implement the same global, thematic long-short investment approach across equities, commodities, derivatives, fixed income, and currencies, targeting consistent absolute returns through an asymmetric investment philosophy. The firm also provides access to regular market insights through investor letters and webinars.

Differentiator

Problem solved

Functional benefit

Brands

• Arnott Opportunities Strategy: The flagship investment strategy employing a global, top-down thematic long-short approach investing across various asset classes including listed equities, commodities, carbon products, derivatives, fixed income, hybrids, and currencies.
• Arnott Opportunities Trust
• Arnott Opportunities (Cayman) Fund Ltd

Products and services

• Arnott Opportunities Trust Australian wholesale trust vehicle implementing the Arnott Opportunities Strategy for Australian Wholesale Investors within the meaning of section 761G of the Corporations Act 2001. Available through major platforms including Mason Stevens, HUB24, Powerwrap, Netwealth, and Macquarie Wrap.
• Arnott Opportunities (Cayman) Fund Ltd International fund vehicle implementing the Arnott Opportunities Strategy for non-Australian investors meeting accredited and institutional investor requirements, including Singapore accredited/institutional investor status and US accredited investor and qualified purchaser criteria.
• Arnott Opportunities Strategy A global, top-down thematic long-short investment approach that invests across listed equities, commodities, carbon products, derivatives, fixed income, hybrids, and currencies, designed to deliver consistent annual positive returns regardless of market conditions using an asymmetric investment approach.

Quantifiable outcome

• 19.81% annualised return since May 2013 inception
• +4 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Channel CapitalcoreImplementation/ SI/ Consulting Partner · 3 July 2024Channel Capital provides Arnott Capital with comprehensive funds management infrastructure including trustee responsibilities, operations and client services, risk management and compliance, and distribution and marketing services. This strategic partnership enables Arnott Capital to focus on delivering superior investment returns while Channel handles non-investment operational functions.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Montaka Global Investments: Australian long-only and long/short global equities manager offered to wholesale investors through the same wrap platforms, competing for similar allocations with a high-conviction thematic approach.
• Ellerston Capital: Sydney-based Australian alternatives boutique running long/short, private, and market-neutral strategies, with overlapping distribution on major Australian wrap platforms and comparable investor base.
• Antipodes Partners: Australian global long-short equity manager offering an absolute-return product on major wrap platforms, competing for similar wholesale capital with a comparable global thematic approach and similar AUM tier.
• Plato Investment Management: Australian boutique specialising in systematic and alpha long/short strategies, distributed through HUB24, Netwealth, and Macquarie Wrap alongside Arnott — competing for the same wholesale mandates.
• VGI Partners: Australian long/short equities manager (formerly ASX-listed) with a focus on absolute returns and downside protection, sharing an investment-analyst alumni (Shannon McConaghy) and a comparable boutique scale and approach to high-conviction thematic investing.
• KIS Capital Partners: Smaller Australian long/short hedge fund where Co-CIO Yianni Gertos worked as assistant portfolio manager in 2016; operates a comparable high-conviction absolute-return mandate at sub-scale AUM.
• Regal Partners: Sydney-based alternatives manager running long/short equity, real assets, and private strategies, with comparable AUM scale and similar wholesaler distribution. Shares an investment-analyst alumni (Shannon McConaghy, formerly Senior Investment Analyst 2022-2025).

Broad incumbents

• Magellan Financial Group: Large ASX-listed Australian asset manager with global equities strategies distributed across the same major wrap platforms; broader in product offering but competing for the same wholesale and institutional capital pool.
• Perpetual Limited: Large ASX-listed Australian wealth and asset manager offering multi-asset and alternatives mandates; serves as an incumbent competitor in the wholesale/institutional space with broader product breadth but less specialised absolute-return focus.
• Pinnacle Investment Management: ASX-listed multi-affiliate model that houses multiple boutique managers; comparable in that it leverages shared distribution on Australian platforms, providing a structural alternative for emerging alternative managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/arnott-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about arnott capital