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Aoris portfolio update: Buying Nike & L’Oréal stock

In this special video update, Aoris Chief Investment Officer, Stephen Arnold, CFA discusses how his team and global share portfolio are widening the gap between their peers regardless of market conditions.

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In this special video update, Aoris Chief Investment Officer, Stephen Arnold, CFA

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discusses how his team and global share portfolio are widening the gap between their peers regardless of market conditions.

Companies discussed: 

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  • Nike Inc (NYSE: NKE)
  • L’Oréal Sa (EPA: OR)

Stephen shares what his investment team has learned in the recent reporting season, and provide a thorough overview of two new entrants into the Aoris fund and how the strategy is positioned to deliver on long term objectives.

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Picture of Stephen Arnold, CFA

Stephen Arnold, CFA

Stephen has been investing in offshore markets for 25 years, making him one of Australia’s most experienced international investors. Before founding Aoris Investment Management in 2017 Stephen was Head of International Equities at Evans & Partners where he directly managed $1bn of client assets. Stephen loves early-morning cycling and lunch-time running around Sydney’s harbour foreshore.
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