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 30 September 2020

Since inception Since inception
1 mth
1 yr
2 yr
3 yr
Annualised
Cumulative
Gross performance
0.5%
(11.8)%
(7.6)%
9.0%
10.8%
80.3%
ASX200 Accum. Index
(3.7)%
(10.2)%
0.5%
4.8%
5.6%
37.1%
Gross outperformance
4.2%
(1.6)%
(8.1)%
4.2%
5.2%
43.2%

Arowana CVF Net Investment Performance as at 30 September 2020

Since inception Since inception
1 mth
1 yr
2 yr
3 yr
Annualised
Cumulative
Net performance *
3.0%
(14.3)%
(9.6)%
5.0%
7.5%
51.4%
ASX200 Accum. Index
(3.7)%
(10.2)%
0.5%
4.8%
5.6%
37.1%
Net outperformance
4.0%
(4.1)%
(10.1)%
0.2%
1.9%
14.3%

* 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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Arowana CVF Views & Reports

Arowana CVF September Net Tangible Asset Release

Arowana CVF September Net Tangible Asset Release

Arowana CVF August Net Tangible Asset Release

Arowana CVF August Net Tangible Asset Release

Arowana CVF July Net Tangible Asset Release

Arowana CVF July Net Tangible Asset Release

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Investment Team

Kevin Chin

Kevin Chin

Founder and
Chief Executive Officer

Christopher Kehoe

Christopher Kehoe

Portfolio Manager

Nick James

Nick James

Data Scientist


The Board

Kent Kwan

Kent Kwan

Independent Chair of CVF

Victoria Guy

Independent Vice Chair

Kevin Chin

Non-Executive Director


Michael Barker

Independent non-Executive Director

Arowana Contrarian Value Fund, CVF

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Recent ASX Announcements

Arowana CVF FY2020 Full Year Financial Statements

CVF Investor Presentation for Year Ended 2020

CVF Annual Financial Report Year Ended 2020

Research Coverage

Arowana CVF research coverage

Corporate Governance

CVF Appendix 4G and Corporate Governance Statement FY2020

CVF Corporate Governance Charter

CVF Whistleblower Policy