Argonaut TV

Professional investors can watch the latest published thought leadership and market updates from the Argonaut Investment Team.

Argonaut Absolute Return

07 May 2021

Barry talks to Chloe about the Argonaut Absolute Return Fund: the underappreciated value of uncorrelated double digit returns; why he is bullish on homebuilding, steel and semiconductor industries; the investment risks he is currently hedging with the short book and how these have evolved in a higher inflationary environment; and how investors could blend the unique return profile of the fund to help them optimise their overall returns.