Insights
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.
Investing in proven businesses with Stephen Arnold
Investing in proven businesses with Stephen Arnold
Stephen Arnold speaks with Invest it Best podcast host Ted Richards about investing in proven businesses.
Investing in proven businesses with Stephen Arnold
Stephen Arnold speaks with Invest it Best podcast host Ted Richards about investing in proven businesses.
Should investors fear a recession? No. Here’s why.
Should investors fear a recession? No. Here’s why.
That recessions cause corporate earnings to fall and are therefore bad for investors is a widely held belief. Here, we put it to the test.
Should investors fear a recession? No. Here’s why.
That recessions cause corporate earnings to fall and are therefore bad for investors is a widely held belief. Here, we put it to the test.
Why we own LVMH: Aoris' Stephen Arnold makes the case for a global luxury stalwart
Why we own LVMH: Aoris' Stephen Arnold makes the case for a global luxury stalwart
Aoris' Stephen Arnold joins Owen Rask on The Australian Investors Podcast with Owen Rask to dissect LVMH Moet Hennessy Louis Vuitton SE (EPA: MC).
Why we own LVMH: Aoris' Stephen Arnold makes the case for a global luxury stalwart
Aoris' Stephen Arnold joins Owen Rask on The Australian Investors Podcast with Owen Rask to dissect LVMH Moet Hennessy Louis Vuitton SE (EPA: MC).
