Insights





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.




The companies to power through 2022's headwinds
The companies to power through 2022's headwinds
Which companies will best deal with the daunting list of challenges that lie ahead in 2022? The answer may be those that powered through the headwinds of the last two years.
The companies to power through 2022's headwinds
Which companies will best deal with the daunting list of challenges that lie ahead in 2022? The answer may be those that powered through the headwinds of the last two years.




Why Fundies 'Fade to mediocrity'
Why Fundies 'Fade to mediocrity'
The problem that lies at the heart of active funds management is well-understood: very few will ever outperform the market over a long timeframe.
Why Fundies 'Fade to mediocrity'
The problem that lies at the heart of active funds management is well-understood: very few will ever outperform the market over a long timeframe.




Top Fundies stick to their knitting when reaping rewards in 2021
Top Fundies stick to their knitting when reaping rewards in 2021
The top-performing global equity fund managers in 2021 just happen to have outstanding long-term performance numbers thanks to their disciplined approach to investing.
Top Fundies stick to their knitting when reaping rewards in 2021
The top-performing global equity fund managers in 2021 just happen to have outstanding long-term performance numbers thanks to their disciplined approach to investing.




Why you can be cautious on markets and 100% invested
Why you can be cautious on markets and 100% invested
History shows that attempting to profit from the market’s zigs and zags along its upwards journey is far more likely to detract from investment returns than add to them.
Why you can be cautious on markets and 100% invested
History shows that attempting to profit from the market’s zigs and zags along its upwards journey is far more likely to detract from investment returns than add to them.


