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
How could AI impact our portfolio companies?
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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.
Iron Sharpens Iron
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Iron Sharpens Iron
In this quarter’s feature article, Matthew Berry explores an often overlooked driver of long-term success: competition, and how it can make the best businesses more durable while a lack of competition can breed complacency.
Iron Sharpens Iron
In this quarter’s feature article, Matthew Berry explores an often overlooked driver of long-term success: competition, and how it can make the best businesses more durable while a lack of competition can breed complacency.
The SaaS Survivors
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The SaaS Survivors
Senior Analyst Alasdair Kingham discusses the key attributes we believe position certain SaaS businesses to survive and thrive in the age of AI.
The SaaS Survivors
Senior Analyst Alasdair Kingham discusses the key attributes we believe position certain SaaS businesses to survive and thrive in the age of AI.
