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Aoris Investment Management’s Delian Entchev says Microsoft’s result shows it’ll be a leader for foreseeable future

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Aoris portfolio manager Delian Entchev shares why consulting giant Accenture is undervalued and what he liked in the Microsoft numbers.

Delian Entchev is portfolio manager of Aoris Investment Management’s International Fund. The firm oversees about $950 million.Accenture, the leading global provider of IT consulting and outsourcing services.

There was a lot of excitement on the earnings call about the potential for Microsoft’s AI tools to improve the productivity of its customers. For instance, for software developers using its GitHub Copilot AI tool, half of their code is now being written by Copilot. Meanwhile, businesses with strong balance sheets can improve their competitive positioning and capitalise on distressed asset sales. For instance, L’Oreal was able to acquire Aesop from a highly indebted Brazilian skincare business that needed to raise cash to pay down debt.Ironically debt levels are on average very high in sectors typically perceived as defensive, including infrastructure, utilities, telecom and real estate.

 

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