Our strong businesses are getting stronger
We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also bring to life one of the best US enterprise software businesses you've never heard of.
In this 8 min Q&A video I address two topics. Firstly, what we at Aoris have been looking for and what we've been seeing through the recent reporting season from the high quality global businesses that we own in our portfolio. Secondly, I talk through the changes we've made to our portfolio since Jan 1.
I discuss L’Oréal and Nike, both of which are great illustrations that there is more to e-commerce than just Amazon. I also discuss one software business that shows there's more to payments than just Mastercard and Visa.
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Stephen has been investing in global markets for over 30 years, making him one of Australia’s most experienced international investors.
He is the Founder and Chief Investment Officer of Aoris Investment Management, an independent, Sydney-based firm dedicated to a single strategy: a highly selective global equity portfolio.
Since its inception in March 2018 through to the end of April 2025, the Aoris strategy has ranked in the top 5% over 3 years, 5 years, and since inception, relative to a broad peer group of international equity funds (Morningstar). The firm currently manages just under $2 billion in assets.
Prior to founding Aoris in 2017, Stephen was Head of International Equities at Evans & Partners.
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Stephen has been investing in global markets for over 30 years, making him one of Australia’s most experienced international investors. He is the Founder and Chief Investment Officer of Aoris Investment Management, an independent, Sydney-based...
Expertise
Stephen has been investing in global markets for over 30 years, making him one of Australia’s most experienced international investors. He is the Founder and Chief Investment Officer of Aoris Investment Management, an independent, Sydney-based...
Expertise
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