Aoris International Fund’s Views on Jack Henry & Associates (JKHY)

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% return for the benchmark. The fund’s Class C (Hedged) declined by 1.0% compared to an 8.0% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Aoris International Fund highlighted stocks such as Jack Henry & Associates, Inc. (NASDAQ:JKHY). Jack Henry & Associates, Inc. (NASDAQ:JKHY) is a financial technology company that connects people and financial institutions. The one-month return of Jack Henry & Associates, Inc. (NASDAQ:JKHY) was 7.95%, and its shares gained 4.32% of their value over the last 52 weeks. On December 18, 2025, Jack Henry & Associates, Inc. (NASDAQ:JKHY) stock closed at $184.38 per share, with a market capitalization of $13.398 billion.

Aoris International Fund stated the following regarding Jack Henry & Associates, Inc. (NASDAQ:JKHY) in its third quarter 2025 investor letter:

“Jack Henry & Associates, Inc. (NASDAQ:JKHY) supplies critical software to credit unions and small to mid-sized banks in the US. Its software accurately records all deposit and loan transactions and manages a host of other functions from compliance, to bill payments, to online banking. So far in 2025, Jack Henry has gained market share and grown earnings at an attractive rate. Nevertheless, the company’s 6–7% rate of revenue growth may be seen as dull by some investors when compared to the excitement and rapid growth in other pockets of the technology industry.”

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Jack Henry & Associates, Inc. (NASDAQ:JKHY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 37 hedge fund portfolios held Jack Henry & Associates, Inc. (NASDAQ:JKHY) at the end of the third quarter, up from 26 in the previous quarter. In the first quarter of fiscal 2026, Jack Henry & Associates, Inc. (NASDAQ:JKHY) reported non-GAAP revenue of $636 million, up an impressive 8.7% over last year’s first quarter. While we acknowledge the risk and potential of Jack Henry & Associates, Inc. (NASDAQ:JKHY) 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 JACK HENRY & ASSOCIATES, INC. (NASDAQ:JKHY) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Jack Henry & Associates, Inc. (NASDAQ:JKHY) and shared Conestoga Capital Advisors’ views on the company. In addition, please check out our hedge fund investor letters Q3 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.