Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class C returned 4.5% (+3.1% alpha). Targeting 8–12% annual net returns over a 5–7 year market cycle, the fund benefited from 15% median EPS growth across its holdings, with no portfolio company falling meaningfully short of expectations. In managing its concentrated 15-business portfolio, Aoris emphasizes durable moats,...
Aoris Investment Management’s Q3 2026 Investor Letter
