Do You Believe in the Upside Potential of Jack Henry & Associates (JKHY)?

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. International equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.0% in AUD for the June quarter. In local currencies, gains were 9.3%, but currency fluctuations reduced the AUD return by 3.3%. In the June quarter, Portfolio’s Class A (Unhedged) returned 8.2% after fees compared to a 6.0% return for the benchmark. The fund’s Class C (Hedged) returned 10.1% compared to a 9.3% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-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 -4.17%, and its shares lost 5.32% of their value over the last 52 weeks. On August 27, 2025, Jack Henry & Associates, Inc. (NASDAQ:JKHY) stock closed at $162.74 per share, with a market capitalization of $11.859 billion.

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

“Jack Henry & Associates, Inc. (NASDAQ:JKHY) is a leading provider of essential software to banks and credit unions in the US. Its offering includes the core account management software that maintains a financial institution’s customer deposit and loan data, as well as software for transaction processing, digital banking, fraud detection and treasury management. Jack Henry has an established record of very high customer satisfaction, which has aided its long record of customer wins and market share gains. We had owned Jack Henry in the portfolio from mid-2019 to late 2022, and repurchased it at a significantly more attractive valuation multiple than we sold it for. We believe Jack Henry can continue its history of attractive earnings growth for many years to come.”

Super Micro (SMCI) Launches Liquid- and Air-Cooled NVIDIA Blackwell Solutions for Large-Scale AI Workloads

Jack Henry & Associates, Inc. (NASDAQ:JKHY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held Jack Henry & Associates, Inc. (NASDAQ:JKHY) at the end of the second quarter, which was 31 in the previous 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 a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.