Quality First, Value Investing.
We invest in 15 exceptional businesses worldwide, using a focused, long-term strategy grounded in quality, valuation discipline, and business resilience.
We invest with a business owner mindset. As owners, we participate in the growth in intrinsic value of durable, highly profitable, market-leading businesses where we consider the risk of a disappointing outcome to be low. We aim to deliver returns of 8-12% p.a. after fees over a typical 5–7-year market cycle.
What’s important to us
Download our Owners’ Manual to learn about our business and investing principles
At Aoris, we believe our investors should truly understand who we are — not just how we invest. The Owners’ Manual sets out our business philosophy, investment approach, and the principles that guide us as people and as stewards of your capital.
Latest News
Common Attributes of Uncommon Businesses
Read now
Common Attributes of Uncommon Businesses
In this quarter's feature article, Alasdair Kingham examines several successful businesses in the Aoris portfolio, including Amphenol, Halma and Diploma, and explores the common characteristics that have contributed to their long-term success.
Common Attributes of Uncommon Businesses
In this quarter's feature article, Alasdair Kingham examines several successful businesses in the Aoris portfolio, including Amphenol, Halma and Diploma, and explores the common characteristics that have contributed to their long-term success.
How could AI impact our portfolio companies?
Read now
How could AI impact our portfolio companies?
This feature article lays out our current thinking on how AI may create incremental opportunities for each of our portfolio companies, the main risks we see, where we believe the market might be overestimating those risks, and what evidence would cause us to change our minds.
How could AI impact our portfolio companies?
This feature article lays out our current thinking on how AI may create incremental opportunities for each of our portfolio companies, the main risks we see, where we believe the market might be overestimating those risks, and what evidence would cause us to change our minds.
4 stocks to buy beyond the AI obvious
Read now
4 stocks to buy beyond the AI obvious
Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.
4 stocks to buy beyond the AI obvious
Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.
