Business
Tonight’s episode of Talk Ya Book will be the last one until late April (at this stage) as everyone moves closer towards shut down mode in Australia as we attempt to flatten the Corona virus infection curve. A big thanks to this season’s partner Honan (https://honan.com.au), all the people who’ve helped to produce the show, the guests who’ve been incredibly generous with their time and insights and most importantly the people who’ve watched it in a time where there are plenty of content options. Tonight, I was very fortunate to catch up with Stephen Arnold from Aoris Investment Management which were ranked the number 1 Australian based global value fund by Morningstar in 2019 after a huge year last year. Since inception their unhedged portfolio has returned 18.3% per annum on average. He’s an incredibly clear thinker and can make complex ideas seem simple. Watch the full video to hear his analysis on a high quality, US based company.