Arowana Contrarian Value Fund

Our contrarian, fundamental value philosophy is at the core of everything we do.
Our mission is the discovery of materially mis-priced securities.

What We Do

Our mission is the discovery of materially mis-priced securities. We are stock pickers. We believe equity markets are inherently inefficient and afford the studious investor the opportunity to generate above market returns.

Market based valuation is akin to a popularity contest. The vast majority of investors want to own what is popular and will pay handsomely for that privilege.

The result is cheap stocks tend to be misunderstood, neglected or unpopular – but not everything that is misunderstood, neglected or unpopular turns out to be cheap.

The creative aspect of what we do revolves around this differentiation; we spend a lot of time trying to see in a stock what the market might be missing.

Our contrarian, fundamental value philosophy is at the core of everything we do and data analytics is at our heart.

Arowana CVF is a listed investment company quoted on the Australasian stock exchange under the ticker CVF.

CVF Cumulative Net Performance vs Index

Gross Investment performance as at 31 October 2017

Since inception Since inception
1 mth 3 mths 6 mths 12 mths Annualised Cumulative
CVF Gross performance 2.4% 7.6% 18.5% 12.9% 12.7% 38.8%
S&P / ASX200 Accum. Index 0.7% 1.4% (0.2)% 10.0% 6.8% 19.9%
Gross outperformance 1.7% 6.2% 18.7% 2.9% 5.8% 18.9%
Correlation to benchmark 21.5%

Net Investment performance as at 31 October 2017

Since inception Since inception
1 mth 3 mths 6 mths 12 mths Annualised Cumulative
CVF Net performance * 2.4% 7.4% 18.2% 11.5% 10.3% 30.9%
S&P / ASX200 Accum. Index 0.7% 1.4% (0.2)% 10.0% 6.8% 19.9%
Net outperformance 1.7% 6.0% 18.4% 1.5% 3.4% 10.9%
Correlation to benchmark 21.5%

* Returns are calculated on net tangible assets (NTA), after all fees and expenses, before estimated tax on unrealised gains and includes the benefit of franking credits derived from taxable realised gains, which amount typically offsets the amount of tax paid on realised gains.

Past performance is not a predictor of future performance. No guarantee is made by any party as to future investment performance, distributions or share price of the Arowana Australasian Value Opportunities Fund Limited. Please consult your adviser prior to considering an investment.

Sign up and be the first to receive our Arowana CVF investing news and insights

Arowana CVF Views & Reports

Explore Arowana CVF Views & Reports

Investment Team

Gary Hui

Gary Hui

Portfolio Manager and Lead Analyst

Ben Wolrige

Ben Wolrige

Co-Manager and Senior Analyst - CVF

John Graham

John Graham

Data Scientist


The Board

Kevin Chin

Kevin Chin

Founder and Executive Chairman

Victoria Guy

Non-Executive Director

John Moore AO

John Moore AO

Independent non-Executive Director


Gary Hui

Gary Hui

Portfolio Manager and Lead Analyst

Kent Kwan

Kent Kwan

Non-Executive Director

Shareholder Information

Key market information on Arowana Contrarian Value Fund Limited (CVF), including share prices, latest announcements from ASX and CVF’s most recent financial statements.

Arowana Contrarian Value Fund, CVF

Share Price

Open High Volume Market
Cap ($m)
Change
Last updated
Previous
Close
Low Turnover 52 Week
Range ($)

Recent ASX Announcements

Arowana CVF FY2017 Full Year Financial Statements

To open the most recent Arowana CVF Full Year Financial Statements, in the former name of Arowana Australasian Value Opportunities Fund, click here click here

Research Coverage

To open the most recent Arowana CVF research coverage click Here.

Corporate Governance Statement

To open the Corporate Governance Statement, in the former name of Arowana Australasian Value Opportunities Fund, click here