Businesses where size is a built-in edge
Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many industries where being the biggest is not an advantage, as the world’s largest auto companies would attest.
Stephen Arnold, Chief Investment Officer at Aoris, discusses a business where it is clear that being the largest is a huge advantage.
“This company has an exceptional track record of growth, consistent market share gains, profitability, innovation and ground-breaking marketing, and it’s repeated this success across the globe.”
With a concentrated portfolio of just fifteen companies, Aoris has very exacting criteria for stock selection. In this video Stephen Arnold discusses a recent purchase that passed the Aoris filters.
Quality first, value investing
Aoris follow a common sense approach executed with uncommon discipline. Find out more.
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