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.

Arowana CVF Cumulative Net Performance vs Index

Arowana CVF Gross Investment Performance as at 31 March 2018

Since inception Since inception
1 mth 3 mths 6 mths 12 mths Annualised Cumulative
Gross performance (0.7)% 4.8% 20.8% 43.3% 17.4% 68.3%
ASX200 Accum. Index (3.8)% (3.9)% 3.5% 2.5% 6.6% 23.2%
Gross outperformance 3.1% 8.7% 17.3% 40.8% 10.8% 45.1%

Arowana CVF Net Investment Performance as at 31 March 2018

Since inception Since inception
1 mth 3 mths 6 mths 12 mths Annualised Cumulative
Net performance * (0.7)% 3.6% 16.8% 37.2% 13.9% 52.8%
ASX200 Accum. Index (3.8)% (3.9)% 3.5% 2.5% 6.6% 23.2%
Net outperformance 3.1% 7.5% 13.3% 34.7% 7.3% 29.6%

* Net return after all costs and fees (including estimated performance fee accrued) and before tax.

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.

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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

Arowana Contrarian Value Fund, CVF

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Recent ASX Announcements

Arowana CVF FY2018 Full Year Financial Statements

Arowana CVF FY2018 Interim Financial Statements

Research Coverage

Arowana CVF research coverage

Corporate Governance Statement

Corporate Governance Statement, in the former name of Arowana Australasian Value Opportunities Fund