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.

About Aoris

What’s important to us

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.

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.

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.

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.

Download

Latest News

Equity Mates Podcast with Stephen Arnold

Read now

Podcast

Equity Mates Podcast with Stephen Arnold

CIO Stephen Arnold joins the Basis Points team (Equity Mates) to discuss some of our fantastic UK-domiciled businesses and how they fit our highly demanding quality-first investment approach.

May 2025

Podcast

Equity Mates Podcast with Stephen Arnold

CIO Stephen Arnold joins the Basis Points team (Equity Mates) to discuss some of our fantastic UK-domiciled businesses and how they fit our highly demanding quality-first investment approach.

May 2025

What it takes to make the cut in a 15-stock portfolio

Read now

Livewire

What it takes to make the cut in a 15-stock portfolio

In our latest interview with Christopher Conway of Livewire Markets, CIO Stephen Arnold explains what it takes to make the cut in our 15-stock portfolio.

May 2025

Livewire

What it takes to make the cut in a 15-stock portfolio

In our latest interview with Christopher Conway of Livewire Markets, CIO Stephen Arnold explains what it takes to make the cut in our 15-stock portfolio.

May 2025