Senior Partner Patrick Malcolm is joined by Managing Director and CIO, Stephen Arnold. Together, they take a deep dive into the Aoris International Fund - exploring key portfolio holdings, market exposure, and how the team is navigating the current global investment landscape. The discussion covers Aoris' approach to portfolio construction and risk management, examining the macroeconomic environment and where future opportunities and challenges may lie. Hosted on Acast. See acast.com/privacy for more information.

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