Aoris Investment Management, a specialist global equity manager, has published its “Aoris Global 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 driven by prudent and competent management and aims to return 8-12% pa after fees over a 5-7 year market cycle. Global equity markets represented by the MSCI AC World Accumulation Index against Australia rose 2.7% in AUD for the December quarter. In local currency, equity market gains were 3.7%. In the quarter, Portfolio Class A (Unaccounted) returned -0.5% after fees, compared to a 2.7% return for the benchmark. Fund class C (Hedged) gained 0.1%, 3.6% below its benchmark. In addition, you can check out the top 5 stocks of the fund to determine its best options for 2025.
In its fourth quarter 2025 investor letter, Aoris Investment Management of Jack Henry & Associates, Inc. (NASDAQ: JKHY ) highlighted stocks like Jack Henry & Associates Inc. (NASDAQ: JKHY) is a financial technology company that provides 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. Jack Henry & Associates Inc. (NASDAQ:JKHY)’s one-month return was 6.06%, and its shares fell 4.74% over the past twelve months. Jack Henry & Associates Inc. (NASDAQ: JKHY ) has a market capitalization of $12.088 billion.
Auris Investment Management stated the following in Jack Henry & Associates Inc. (NASDAQ: JKHY )’s fourth quarter 2025 investor letter:
“There were four significant positive contributors to returns for the quarter. Jack Henry & Associates, Inc. ( NASDAQ:JKHY ) rose 22%, adding 1.2% to the fund’s return. Jack Henry is a leading provider of software to banks and credit unions in the United States. Its software is used to record customer transactions, complete payments, facilitate online banking, ensure regulatory compliance and reduce fraud. Jack Henry has always placed a strong emphasis on customer service and has consistently ranked at or near the top of its peer group in customer satisfaction. Fiserv, its biggest competitor, has consistently ranked at or near the bottom.
