Alan Kohler spoke to Stephen to find out more about how Aoris go about investing internationally and their approach to environmental, social and governance investing.
Over six years to June 2017, the international fund Stephen managed at Evans & Partners (E&P) returned 18.3% p.a. before fees, exceeding by 4.9% p.a. the MSCI AC World Accum Index ex-Australia.
Stephen’s returns outperformed more than 90% of a broad peer group of international funds over the same period (Source: Zenith).
Stephen was managing over $1 billion of client assets at the time he left E&P.