Proprietary-trading tactics pay off for Arnott Opportunities


The proprietary trading signals that the Arnott Opportunities Fund uses helped it to be one of the month’s top performers in the Asia inc Japan category up 2.46% for the month, and 3.37% year-to-date.

The fund began short positioning and short beta mid-month as the sentiment and risk indicators pointed to a downturn. Being a little early, as is often the case, the fund suffered a drawdown in the month and then recovered towards the end, explains portfolio manager Kenny Arnott.

The key theme Arnott and his team identified was that the market was heavily weighted to a