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 Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving Automotive, Broadband Communications, Commercial Aerospace, Defense, Industrial, Information Technology and Data Communications, Mobile Devices and Mobile Networks. On March 11, 2026, Amphenol Corporation (NYSE:APH) stock closed at $134.54 per share. One-month return of Amphenol Corporation (NYSE:APH) was -5.07%, and its shares gained 117.63% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $165.379 billion.
Aoris Investment Management stated the following regarding Amphenol Corporation (NYSE:APH) in its fourth quarter 2025 investor letter:
“There were four notable positive contributors to returns for the quarter. Amphenol Corporation (NYSE:APH) and Accenture both gained 9%, each contributing 0.6%. Amphenol supplies electronic connectors and sensors to a broad range of end markets, including cars, consumer electronics, aerospace, industrial products and data centres. The company had an exceptional year in 2025. Its earnings for the September quarter increased by more than 50%, with strength across all its end markets – particularly data centres.”
Amphenol Corporation (NYSE:APH) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 103 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the fourth quarter, up from 89 in the previous quarter. Amphenol Corporation (NYSE:APH) reported record sales in Q4 2025, reaching $6.439 billion, reflecting an increase of 49% in US dollars compared to Q4 2024. While we acknowledge the risk and potential of Amphenol Corporation (NYSE:APH) 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 Amphenol Corporation (NYSE:APH) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Amphenol Corporation (NYSE:APH) and shared Madison Mid Cap Fund’s views on the company. 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.
