investor letter

What Makes SAP (SAP) an Investment Bet?

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What Makes SAP (SAP) an Investment Bet?

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations … Read more

What Makes Axon Enterprise (AXON) a Strong Investment?

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What Makes Axon Enterprise (AXON) a Strong Investment?

Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy … Read more

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