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 Jack Henry & Associates, Inc. (NASDAQ:JKHY). Jack Henry & Associates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On March 11, 2026, Jack Henry & Associates, Inc. (NASDAQ:JKHY) stock closed at $167.01 per share. One-month return of Jack Henry & Associates, Inc. (NASDAQ:JKHY) was 6.06%, and its shares declined 4.74% over the past twelve months. Jack Henry & Associates, Inc. (NASDAQ:JKHY) has a market capitalization of $12.088 billion.
Aoris Investment Management stated the following regarding Jack Henry & Associates, Inc. (NASDAQ:JKHY) in its fourth quarter 2025 investor letter:
“There were four notable positive contributors to returns for the quarter. Jack Henry & Associates, Inc. (NASDAQ:JKHY) rose by 22%, adding 1.2% to the Fund’s return. Jack Henry is a leading provider of software to banks and credit unions in the US. Its software is used to record customer transactions, complete payments, facilitate online banking, ensure regulatory compliance and mitigate fraud. Jack Henry has always placed great emphasis on customer service and has consistently ranked at or near the top of its peer group in customer satisfaction. Fiserv, its largest competitor, has consistently ranked at or near the bottom.
Fiserv had a year of significant management changes, a material earnings shortfall and a 70% decline in its share price in 2025. It recently announced it will be consolidating many of its duplicated software offerings. This is an opportunity for Jack Henry to accelerate its rate of customer wins, as many of Fiserv’s customers will be faced with the choice of moving to a different Fiserv offering, or moving to Jack Henry. Based on its industry-leading customer satisfaction, as well as its organisational stability, we expect many will choose Jack Henry. This gives us and the market increased confidence in the rate and durability of Jack Henry’s earnings growth.”
Jack Henry & Associates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 37 hedge fund portfolios held Jack Henry & Associates, Inc. (NASDAQ:JKHY) at the end of the fourth quarter, the same as 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 Spheria Global Opportunities 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.
