Aris Wealth Services, LLC, doing business as Aris Wealth Advisors (Aris), is an American privately owned wealth management company investing in global equities and fixed income securities. Founded in 1999 and headquartered in Reston, Virginia, Aris has over $1 billion in assets under management. Aris’ investment philosophy focuses on long-term intrinsic value investing with low portfolio turnover. The firm employs fundamental analysis to make investments in emerging and developed markets across the globe. Aris aims to generate consistent long-term capital appreciation for clients while minimizing volatility and risk.
Aris’ patient long-term intrinsic value investing approach has generated market-beating returns over decades
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Aris employs a long-term intrinsic value investing strategy that identifies high-quality businesses trading at discounts to conservatively assessed intrinsic value. The firm does in-depth fundamental analysis to determine the intrinsic value of each investment based on long-term normalized free cash flow. Aris acquires ownership stakes in these businesses with the intention of holding them for many years as their intrinsic value grows. This patient investing approach allows the company’s intrinsic value compounding to translate into strong investment returns over long periods while reducing transaction costs and turnover. According to public documents, Aris’ flagship global equity strategy has outperformed the MSCI AC World Index benchmark by over 3% annualized after fees since inception in 1999, a remarkable long-term track record.
Aris runs a focused portfolio of high-conviction investments
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Aris constructs concentrated portfolios of around 20-25 stocks exhibiting the highest risk-adjusted return potential. The concentrated approach reflects the firm’s commitment to its best ideas. Aris extensively researches each investment and waits patiently for fat pitch opportunities meeting its stringent criteria. The long holding periods enable Aris’ analysts to develop deep domain expertise and unique insights on portfolio companies. High concentration also enhances risk management oversight over each position. Additionally, the streamlined structure helps keep costs low for clients.
The firm serves clients with integrity and aligns incentives through co-investment
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Integrity and aligned incentives form the bedrock of Aris’ fiduciary duty to clients. Aris charges no performance fees and company employees invest significantly in the same portfolios alongside clients, ensuring complete alignment. The firm builds trust by communicating with clients in a transparent manner. Staying committed to its circle of competence, Aris offers just one investment strategy based on the principles that have guided the firm’s long-term success.
Aris’ experienced team is well-positioned for continuity and succession
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Aris’ investment team has decades of collective experience applying its proven long-term intrinsic value investing approach across market cycles. The firm implements meticulous succession planning to sustain continuity. Founding and senior members are training and mentoring their younger colleagues to become the next generation of leadership. With its accomplished team, well-defined philosophy, and commitment to clients, Aris is poised for an enduring legacy as a premier intrinsic value investment firm.
In summary, Aris Wealth Advisors has established an admirable long-term track record by employing patience, discipline, integrity and alignment within a concentrated intrinsic value investing framework. The firm’s steady success illustrates the power of value compounding over extended time horizons. For investors with appropriate time horizons and risk tolerance, Aris provides an attractive option for equity portfolio allocation.