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.

Never miss an update

Stay up to date with my content by hitting the 'follow' button below and you'll be notified every time I post a wire. Not already a Livewire member? Sign up today to get free access to investment ideas and strategies from Australia's leading investors.


1 topic

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.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment