Insights
2 lessons learned over 3 decades for all market conditions
2 lessons learned over 3 decades for all market conditions
Stephen shares two key lessons from his mentors and how they have helped to shape his thinking around stock picking and funds management.
2 lessons learned over 3 decades for all market conditions
Stephen shares two key lessons from his mentors and how they have helped to shape his thinking around stock picking and funds management.
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3 global stocks that highlight why quality appeals
3 global stocks that highlight why quality appeals
Stephen discusses three companies from the Aoirs portfolio whose performance belies the weak economic indicators coming out of the US.
3 global stocks that highlight why quality appeals
Stephen discusses three companies from the Aoirs portfolio whose performance belies the weak economic indicators coming out of the US.
The lasting impacts of market sell-offs
The lasting impacts of market sell-offs
Periods of sharp share price falls are a regular feature of equity markets. Their timing isn't predictable, but their occurrence is inevitable.
The lasting impacts of market sell-offs
Periods of sharp share price falls are a regular feature of equity markets. Their timing isn't predictable, but their occurrence is inevitable.
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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.
