Insights





How management can successfully fight the fade from greatness
How management can successfully fight the fade from greatness
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.
How management can successfully fight the fade from greatness
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.




Cintas: Rags to Riches - Business Breakdowns
Cintas: Rags to Riches - Business Breakdowns
Portfolio Manager Delian Entchev discusses Cintas Corporation on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
Cintas: Rags to Riches - Business Breakdowns
Portfolio Manager Delian Entchev discusses Cintas Corporation on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.




Do higher risk investments earn higher returns?
Do higher risk investments earn higher returns?
According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?
Do higher risk investments earn higher returns?
According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?




Tiring of the Magnificent Seven? Here’s our Great British Fab Four
Tiring of the Magnificent Seven? Here’s our Great British Fab Four
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.
Tiring of the Magnificent Seven? Here’s our Great British Fab Four
Looking for a break from US mega-cap tech stocks? In this wire, Stephen profiles four outstanding UK mid-cap stocks owned in the Aoris portfolio.




The case for keeping it simple
The case for keeping it simple
In this Q&A with Livewire's Ally Selby, Stephen outlines our strategy, and some of the stocks that helped Aoris return 30.8% in 2023.
The case for keeping it simple
In this Q&A with Livewire's Ally Selby, Stephen outlines our strategy, and some of the stocks that helped Aoris return 30.8% in 2023.
