Aoris Q4 Letter Highlights IHG Momentum and Amphenol Record Sales as Fund Trails Benchmark

Overview

• Aoris Investment Management released its Aoris International Fund Q4 2025 investor letter, reporting Class A at -0.5% after fees versus a 2.7% benchmark gain and Class C at 0.1%.
• Aoris said InterContinental Hotels Group delivered strong September‑quarter results with robust earnings and a growing pipeline of new franchised hotels.
• IHG closed on March 11, 2026 at $134.32, down 7.92% over one month and up 20.59% over 52 weeks, with 12 hedge funds holding the stock versus 14 in the prior quarter.
• Aoris noted Amphenol had an exceptional 2025, with September‑quarter earnings up more than 50% and broad-based strength led by data centers; the company reported record Q4 2025 sales of $6.439 billion, up 49% year over year.
• Amphenol closed on March 11, 2026 at $134.54, down 5.07% over one month and up 117.63% over 52 weeks, with hedge fund holders rising to 103 from 89.