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 Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic connectors. The one-month return of Amphenol Corporation (NYSE:APH) was 3.40%, and its shares gained 64.89% of their value over the last 52 weeks. On August 27, 2025, Amphenol Corporation (NYSE:APH) stock closed at $110.13 per share, with a market capitalization of $134.46 billion.
Aoris International Fund stated the following regarding Amphenol Corporation (NYSE:APH) in its second quarter 2025 investor letter:
“Amphenol Corporation (NYSE:APH) is a world-leading maker of electronic connectors and sensors. These devices are sold into a wide variety of end markets, including aerospace, automotive manufacturing, industrial equipment, mobile phones and data centres. Amphenol reported exceptionally strong growth in its March quarter, with revenue up on an underlying basis by 33%. Sales into the data centre market, which accounts for roughly one-third of its revenue, more than doubled in the quarter, as Amphenol gained share in a strongly growing market.”
Amphenol Corporation (NYSE:APH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 81 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the second quarter, which was 69 in the previous quarter. Amphenol Corporation’s (NYSE:APH) second quarter sales were up 57% in U.S. dollars and 56% in local currencies to $5.650 billion. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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