Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here. In 2024, Portfolio’s Class A (Unhedged) returned 22.9% after fees compared to 29.8% return for the benchmark. The fund’s Class C (Hedged) returned -12.3% compared to a 19.7% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.
In its fourth quarter 2024 investor letter, Aoris Investment Management emphasized stocks such as Amphenol Corporation (NYSE:APH). Amphenol...
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