Insights
Fundie Q&A - Delian Entchev
Fundie Q&A - Delian Entchev
Delian Entchev, Portfolio Manager is featured in the AFR's Fundie Q&A.
Fundie Q&A - Delian Entchev
Delian Entchev, Portfolio Manager is featured in the AFR's Fundie Q&A.
Fundie Q&A - Delian Entchev
Delian Entchev, Portfolio Manager is featured in the AFR's Fundie Q&A.
What can driving teach us about business growth?
What can driving teach us about business growth?
In our September quarter feature article, written by Portfolio Manager Alfred Tadros, we describe why the risk of disappointment is higher for businesses that grow too slowly or too fast, and share how we determine the appropriate growth rate for the companies we invest in.
What can driving teach us about business growth?
In our September quarter feature article, written by Portfolio Manager Alfred Tadros, we describe why the risk of disappointment is higher for businesses that grow too slowly or too fast, and share how we determine the appropriate growth rate for the companies we invest in.
Monday Fundie - AFR
Monday Fundie - AFR
Stephen Arnold, Director and CIO of Aoris is featured in the AFR's Monday Fundie. The Aoris International Fund returned 34 percent in 2023 despite largely avoiding the Magnificent Seven.
Monday Fundie - AFR
Stephen Arnold, Director and CIO of Aoris is featured in the AFR's Monday Fundie. The Aoris International Fund returned 34 percent in 2023 despite largely avoiding the Magnificent Seven.
Mean Aversion - Value Investor Insight
Mean Aversion - Value Investor Insight
Stephen Arnold, Delian Entchev and Alfred Tadros of Aoris Investment Management explain the various ways in which they try to minimize investment disappointment, why they spend so much time assessing companies’ cultures, why they own only 15 stocks at a time, and why they see mispriced value in Accenture, Amphenol, LVMH, Copart and Cintas.
Mean Aversion - Value Investor Insight
Stephen Arnold, Delian Entchev and Alfred Tadros of Aoris Investment Management explain the various ways in which they try to minimize investment disappointment, why they spend so much time assessing companies’ cultures, why they own only 15 stocks at a time, and why they see mispriced value in Accenture, Amphenol, LVMH, Copart and Cintas.
Why settle for second best - Livewire
Why settle for second best - Livewire
Delian explains what it is about the best businesses that makes them more compelling investments than their next-best peers.
Why settle for second best - Livewire
Delian explains what it is about the best businesses that makes them more compelling investments than their next-best peers.
Why settle for second best?
Why settle for second best?
In our June quarter feature article, written by Portfolio Manager Delian Entchev, we describe three attributes that separate the best businesses from their next-best peers, and provide some case studies of businesses in the Aoris portfolio that have visibly exhibited these attributes.
Why settle for second best?
In our June quarter feature article, written by Portfolio Manager Delian Entchev, we describe three attributes that separate the best businesses from their next-best peers, and provide some case studies of businesses in the Aoris portfolio that have visibly exhibited these attributes.
