Insights
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You can have your cake and eat it too
You can have your cake and eat it too
With investments to upgrade technology infrastructure accelerating, there is a company in the Aoris's portfolio well positioned to benefit, without the risk attached to the success of a single technology, product, or brand.
You can have your cake and eat it too
With investments to upgrade technology infrastructure accelerating, there is a company in the Aoris's portfolio well positioned to benefit, without the risk attached to the success of a single technology, product, or brand.
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A top-performing stock you've never heard of
A top-performing stock you've never heard of
It might surprise you that the top-performing global stock since 1990 isn't Berkshire Hathaway or a high-flying tech stock, but Jack Henry & Associates, a little-known business that we hold in the Aoris portfolio.
A top-performing stock you've never heard of
It might surprise you that the top-performing global stock since 1990 isn't Berkshire Hathaway or a high-flying tech stock, but Jack Henry & Associates, a little-known business that we hold in the Aoris portfolio.
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Just own it: Why Nike looks undervalued
Just own it: Why Nike looks undervalued
Portfolio Manager at Aoris, Alfred Tadros, spoke with The Australian Financial Review about why Nike looks undervalued, which opportunity Aoris added in the latest bout of volatility and his new favourite restaurant in Sydney.
Just own it: Why Nike looks undervalued
Portfolio Manager at Aoris, Alfred Tadros, spoke with The Australian Financial Review about why Nike looks undervalued, which opportunity Aoris added in the latest bout of volatility and his new favourite restaurant in Sydney.
Market and portfolio update
Market and portfolio update
Our CIO Stephen Arnold sat down to discuss the strengths of businesses in the Aoris portfolio as well as our views on the types of businesses which may struggle in the current environment.
Market and portfolio update
Our CIO Stephen Arnold sat down to discuss the strengths of businesses in the Aoris portfolio as well as our views on the types of businesses which may struggle in the current environment.
The importance of corporate culture
The importance of corporate culture
It is our belief that when a company exhibits strong corporate culture, it is more likely to prove a durable business.
The importance of corporate culture
It is our belief that when a company exhibits strong corporate culture, it is more likely to prove a durable business.
Aoris focuses on companies showing mettle in tough times
Aoris focuses on companies showing mettle in tough times
Stephen Arnold speaks with Alan Kohler about how Aoris achieved a 40 per cent return in 2021 and what the investing strategy is for an environment of rising interest rates.
Aoris focuses on companies showing mettle in tough times
Stephen Arnold speaks with Alan Kohler about how Aoris achieved a 40 per cent return in 2021 and what the investing strategy is for an environment of rising interest rates.
