Kenny Arnott and Yianni Gertos are betting big on Airbus and pick Ryanair over Qantas for the year ahead. They’ve also opted out of China, for now.
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After 20 years of leading Arnott Capital single-handedly, hedge fund veteran Kenny Arnott decided to bring in fresh blood and for the first time is ready to talk about it publicly.
At 56, Arnott has led one of the country’s most secretive asset management firms, which has served wealthy family offices since 1999. He says this is the first in-depth interview he and the firm have given.
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Original URL: https://www.afr.com/markets/equity-markets/why-hedge-fund-arnott-capital-has-gone-all-in-on-aerospace-20250226-p5lfc4
