Mean Aversion

07/28/2023

Stephen Arnold, Delian Entchev and Alfred Tadros of Aoris Investment Management explain the various ways in which they try to minimize investment disappointment, why they spend so much time assessing companies’ cultures, why they own only 15 stocks at a time, and why they see mispriced value in Accenture, Amphenol, LVMH, Copart and Cintas.

If you are a subscriber, log in to access the issue and bonus archive: