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 InterContinental Hotels Group PLC (NYSE:IHG). InterContinental Hotels Group PLC (NYSE:IHG) is a leading hospitality company owns, manages, franchises, and leases hotels globally. On March 11, 2026, InterContinental Hotels Group PLC (NYSE:IHG) stock closed at $134.32 per share. One-month return of InterContinental Hotels Group PLC (NYSE:IHG) was -7.92%, and its shares gained 20.59% over the past 52 weeks. InterContinental Hotels Group PLC (NYSE:IHG) has a market capitalization of $20.1 billion.
Aoris Investment Management stated the following regarding InterContinental Hotels Group PLC (NYSE:IHG) in its fourth quarter 2025 investor letter:
“InterContinental Hotels Group PLC (NYSE:IHG) is a franchisor of hotels globally across brands such as Holiday Inn, Crowne Plaza and Intercontinental. Franchised hotel groups such as IHG have been gaining share at the expense of independent hotels in most parts of the world for many years. Hotel guests like the reward programs, such as IHG One, as well as the consistency of service that hotel chains offer. Hotel owners benefit from the recognised brands and quality IT infrastructure such as reservation systems, which often make operating under a franchised brand economically more attractive than being independent. IHG reported strong results for its September quarter, with impressive growth in both current earnings and the pipeline of new hotels that will be opened in the coming years.”
InterContinental Hotels Group PLC (NYSE:IHG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 12 hedge fund portfolios held InterContinental Hotels Group PLC (NYSE:IHG) at the end of the fourth quarter, compared to 14 in the previous quarter. While we acknowledge the risk and potential of InterContinental Hotels Group PLC (NYSE:IHG) 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 InterContinental Hotels Group PLC (NYSE:IHG) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered InterContinental Hotels Group PLC (NYSE:IHG) and shared Aoris International Fund’s views on the company in the previous quarter. 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.
