December 2020
Activist seeks to spoil Arowana fee windfall from LIC
With four years to run on a management agreement, the $70 million market cap CVF is on the hook for a $1.34 million goodbye to manager Arowana, and shareholder Global Value Fund won't support it.
- Vesna Poljak
September 2018
Mystery surrounds Arowana manager switch
Arowana's Contrarian Value Fund smashed the market. So why has its portfolio manager been removed from his role?
- Updated
- Jonathan Shapiro