Our investment strategy

We own a concentrated portfolio of high quality,
wealth-creating businesses run by prudent and capable management.

We participate in the growth in value of exceptional businesses

We view ourselves as business owners

We believe the businesses we own will become progressively more valuable over time, and as owners we are participants in this wealth-creation process.

We minimise the risk of disappointment

We own proven, leading businesses that we believe have a narrow range of outcomes and where the risk of material disappointment is low.

Our portfolio is highly concentrated

Owning a maximum of 15 companies allows our quality criteria to be exacting and permits us to be discerning on the price we pay.

Portfolio companies

As at

30 June 2024

Download our Portfolio Factsheet

Responsible Investing

We believe businesses that are good stewards of the environment, operate for the benefit of all societal stakeholders and are soundly governed will be more successful than their peers. We also believe  this success will prove to be more durable. 

Responsible investing report

Each year we present a comprehensive report detailing our deliberately broad approach to responsible investing and illustrate it with case studies and relevant metrics from our portfolio holdings. Download our 2024 Responsible Investing Report.

Download

Responsible investing principles

In this document we clearly explain our principles to enable you to see if our approach aligns with yours. Download our Responsible Investing Principles.

Download

Voting policy

Our right to vote is a privilege, as well as our fiduciary responsibility.  We use our votes in a manner that we believe is in our clients’ best long-term economic interests. Download our Voting Policy.

Download

Engagement report

Aoris engages with all the companies in which we are invested on ESG topics at least once a year. We focus on the issues that we consider material and where we see the greatest opportunity or need for improvement. We also disclose our full voting record at all shareholder meetings. Download our 2024 Engagement Report.

Download

Modern slavery statement

This statement outlines the steps that Aoris has taken to detect and prevent modern slavery within our business and supply chain, and within the companies we invest in on behalf of our clients. Download our Modern Slavery Statement.

Download

The Aoris International Fund has been certified as a Responsible Investment product by the Responsible Investment Association Australasia (RIAA).

RIAA's certification program is the leading initiative for distinguishing quality responsible, ethical and impact investment products and services in Australia and New Zealand.