Our strong businesses are getting stronger

Stephen Arnold

Aoris Investment Management

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 Arnold
Managing Director & Chief Investment Officer
Aoris Investment Management

Stephen founded Aoris Investment Management in 2017 and has been investing internationally for around 25 years. Prior to Aoris, Stephen was Head of International Equities at Evans & Partners where he directly managed $1bn of client assets.

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