Aoris hallmark

Quality First, Value Investing

Welcome to Aoris Investment Management

Long-term investors in quality, value and resilience

We aim to grow long-term wealth through a disciplined, focused and aligned investment strategy.

We invest in a single portfolio of 15 highly profitable, market-leading, global businesses that meet our demanding quality, value and resilience criteria.

We aim to earn a return of 8–12% p.a. after fees over a 5–7-year market cycle.

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Quality, Value and Resilience.

1/3

Quality

Quality to us is about investing in highly profitable, market-leading, growing businesses. They create wealth for shareholders by earning a sustainably high ROIC and reinvesting capital at attractive incremental rates of return.

2/3

Value

We believe the price we pay matters. That's why we look to own high-quality, growing businesses that are at, or below, their intrinsic value today.

3/3

Resilience

The businesses we own are resilient to economic stress and to competitive challenges, and adaptable to the changing needs of their customers. Time makes them stronger.

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Portfolio companies

As at

February 2024

We believe exceptional businesses, owned through a commonsense and disciplined investment approach, provide the best way to both protect capital and grow it through time.