ARP aims to deliver superior long-run risk adjusted returns for our clients through thematic, innovative and bespoke investment solutions. 1. Thematic Our investment solutions are driven by a number of secular megatrends we have identified which we believe will drive returns in the long-run. We strongly believe that investors willing to refocus their investment horizon to these megatrends will have a tailwind in their back- delivering superior long-term returns while mitigating risk. Given the urgency of the climate crisis, the climate change megatrend is currently one of our key areas of focus. 2. Innovative We are not afraid to think outside the box which often leads us to novel areas of investing. The solutions we provide to our clients provide exposure to strategies often not found elsewhere in our clients’ portfolios. Our thematic approach also forces us to be forward-looking, always searching for the next secular opportunity. 3. Bespoke As no two investors are the same, we offer a suite of tailor-made solutions for each client. These range from providing summaries of potential investments within an opportunity set, to on-demand investment due diligence and/or operational due diligence reports on funds, to full discretionary management of a portion of a client’s portfolio. In each case we make sure to incorporate the client’s risk, return, liquidity and ‘ESG’ preferences as well as any other requirements the client may have. ARL Niels Jensen, ARP's founder, CIO and author of "The End of Indexing", shares his out-of-the-box macro views and thinking in the monthly Absolute Return Letter, which you can sign-up to receive complimentary copies directly in your Inbox (https://www.arpinvestments.com/absolute-return-letter). ARP+ In ARP+, ARP's thinking is translated into explicit investment strategies and opportunities. An ARP+ subscription provides access to our megatrend papers, insight pieces and webinars (https://arpinvestments.com/arp-plus).