Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on investing in high-quality, wealth-creating businesses run by prudent and capable management and aims to deliver a return of 8–12% p.a. after fees over a 5–7-year market cycle. International equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 2.7% in AUD for the December quarter. In local currencies, equity market gains were 3.7%. In the quarter, Portfolio’s Class A (Unhedged) returned –0.5% after fees compared to a 2.7% return for the benchmark. The fund’s Class C (Hedged) gained 0.1%, 3.6% less than its benchmark. In addition, you can check the Fund’s top 5 holdings to determine its best picks for 2025.
In its fourth-quarter 2025 investor letter, Aoris Investment Management highlighted stocks like Accenture plc (NYSE:ACN). Headquartered in Dublin, Ireland, Accenture plc (NYSE:ACN) is a professional services and technology services company. On March 11, 2026, Accenture plc (NYSE:ACN) stock closed at $201.48 per share. One-month return of Accenture plc (NYSE:ACN) was -9.26%, and its shares lost 36.46% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $124.95 billion.
Aoris Investment Management stated the following regarding Accenture plc (NYSE:ACN) in its fourth quarter 2025 investor letter:
“There were four notable positive contributors to returns for the quarter. Amphenol and Accenture both gained 9%, each contributing 0.6%. Accenture plc (NYSE:ACN) is the world’s leading IT outsourcing and consulting group. For much of the last year many investors have been concerned that AI tools will automate much of the services Accenture currently provides its clients. While its share price materially underperformed for the full year, Accenture performed well in the December quarter.
Our belief is that large corporate and government organisations need external help to implement and manage AI tools, and that Accenture is well placed to benefit. We saw positive signs of that last year, as the company announced large contracts with the likes of Telstra, Qatar Airways, and Bristol-Myers Squibb, where in each case AI at the core of the engagement. We expect to see an acceleration in Accenture’s earnings growth over the next couple of years as these contracts go live.”
Accenture plc (NYSE:ACN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the fourth quarter, up from 66 in the previous quarter. In the first quarter of fiscal 2026, Accenture plc (NYSE:ACN) reported revenues of $18.7 billion, reflecting a 5% increase in local currency and a 6% increase in USD. While we acknowledge the risk and potential of Accenture plc (NYSE:ACN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Accenture plc (NYSE:ACN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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In another article, we covered Accenture plc (NYSE:ACN) and shared a list of low PE high dividend stocks to buy. Jensen Quality Growth Equity Strategy sold its stake in Accenture plc (NYSE:ACN) during Q4 2025 due to its significant exposure AI related risks. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
