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Podcast: Australian Investors Podcast
Episode: Why we own LVMH: Aoris’ Stephen Arnold makes the case for a global luxury stalwart [part 2/2]
Description: Stephen Arnold, CFA is the Chief Investment Officer and Managing Director 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 December 6, 2022.
Learn more about Aoris: https://www.aoris.com.au/etmf
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