Insights
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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.
Market and portfolio update
Market and portfolio update
Our CIO Stephen Arnold sat down to discuss the strengths of businesses in the Aoris portfolio as well as our views on the types of businesses which may struggle in the current environment.
Market and portfolio update
Our CIO Stephen Arnold sat down to discuss the strengths of businesses in the Aoris portfolio as well as our views on the types of businesses which may struggle in the current environment.
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.
