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Last edited 2 years ago
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#initial thoughts
stale
Added 2 years ago

I came across this company on an episode of Chris Judd's, Talk ya book podcast with with MD Harley Grosser. Looks like it used to be a failing investment company, which has recently recapitalized and trying to transform itself. Harley Grosser's Capital H Group became a substantial shareholder and Harley was eventually added to the board, then elected as MD on 22/7/21. He is taking the company in a new strategic direction similar to a Pinnacle Investment business model. The new vision and strategy states: To build a listed boutique funds management platform and investment company by investing in, supporting and partnering with the best fund managers across a range of asset classes and investment strategies.

I am a huge fan of the Pinnacle model and if ARC can achieve something similar this will be a great investment. ARC are starting out with a gun first affiliate manager - Merewether Capital ( @Wini ). Any generic insights you might have Wini? How has your dealings been with them so far? (If its a conflict of interest or you'd rather not talk about it, I completely understand.)

Only had time for a brief look so far, but its very interesting. Will hopefully have more time to deep much deeper soon.