How To Say Goodbye

Selling is a critical part of the investment process, yet one of the least discussed. We look to sell portfolio holdings when we believe either valuation or a lapse in quality will detract from investment returns. To maintain conviction and be long-term owners, we need to separate signals from noise and act quickly when confidence is lost. In this feature, Senior Equity Analyst Alasdair Kingham shares insights into how Aoris’ disciplined approach to selling helps bring structure and clarity to one of investing's most difficult decisions