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Experience, quality and discipline are important drivers of investment outcomes, particularly in volatile markets. The Aoris International Fund is headed by one of Australia’s most experienced international investors, Stephen Arnold. It is a concentrated portfolio which forces discipline around the quality and valuations of its investments. The Fund (Class B) has returned 14.6% per annum over the past five years, 4.4% ahead of the market. With $850 million under management, a laser focus on the best businesses and a proven track record, the Fund is available via the ASX: Unhedged “BAOR” and Hedged “DAOR”.
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