Quality First,
Value Investing

Episode 1
February 26, 2019

In our first episode we discuss Kraft Heinz shares falling to a record low and concerns that years of cost-cutting have deteriorated the value of its household brand names.

Investing abroad

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.

Feature Article

"Growth in Value"

Aoris is a specialist international equity manager.

Our investment approach is distinct, conservative and grounded in experience.

STEPHEN ARNOLD’S INVESTMENT TRACK RECORD

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.

WATCH STEPHEN ARNOLD TALK ABOUT

AORIS' FOUNDING PRINCIPLES

We believe in Mastering Simplicity

LEGAL