Stephen Arnold, CFA is the Chief Investment Officer and founder of Aoris Investment Management based in Sydney. Aoris’ team, led by Stephen, has an extremely impressive track record of long-term investing.
In this episode, Part 2/2, of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world’s leading luxury brands, LVMH Moet Hennessy Louis Vuitton SE (EPA: MC).
💡 This is a sponsored episode of The Australian Investors Podcast. It was recorded on December 6, 2022.
Talking points with Stephen Arnold [part 1/2]
Do you think there will come a time when machines do a better job of long-term investing than us?
What sets founder-led companies apart and is it a one-size-fits-all?
Since you started the fund in 2018, you would have come across a lot of companies. How many companies do you think you have looked at in the time (roughly), where do you most go wrong, and how many have you ultimately bought?
In Part 1, we covered Costco (NYSE: COST). This is part two of a two-part series on global investing. In today’s show, I’ve wanted to bring another company to life, and step through it with you. Perhaps LVMH? Can you cover the ins-and-outs of why LVMH made it into your top holdings?
Together with a new listed fund, and an established business already growing fast, your team has expanded. How do you find and recruit analysts?
As we look ahead, in an era when it seems like there is more and more talk about interest rates and inflation, does this change how you think about long-term investing?
Part 1/2 aired on Monday, May 1st, on The Australian Investors Podcast.
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