The Discipline of Less: Designing a Family Portfolio That Lasts

1:40pm – 2:25pm AEDT, 27 November 2026 ‐ 45 mins

Stephen Arnold

Families who built their wealth did it by owning and nurturing a few great businesses, yet many end up holding hundreds of investments they barely understand. Aoris Investment Management, a staff-owned Sydney boutique, does the opposite: it owns a concentrated portfolio of around fifteen of the world’s highest-quality companies, holds them for the long term, and invests its own team’s wealth alongside its clients’. In this session, Aoris shares what makes a business worth owning for a decade or more, why concentration can be less risky than it looks, and how families can bring the same owner’s discipline to designing their family office portfolio: fewer decisions, made better, held with conviction through the cycle.