February 2018

Arowana CVF Monthly Newsletter and Net Tangible Asset Release

CVF News NTA Reports

Arowana CVF Monthly Newsletter and Net Tangible Asset Release

Gary Hui

As at 31 January 2018

In January, the Fund recorded +6.5% performance, net of all fees and charges vs the S&P/ASX Accumulation 200 Index return of -0.4%.

The top three contributors to performance were Afterpay Touch Group (APT.AU), Bellamy’s Australia (BAL.AU) and Weight Watchers International (WTW.US), collectively generating 6.4% of net performance.  Hedges made a small positive contribution.

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