Aoris International Fund Has a Positive Outlook on Accenture (ACN)

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 reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% return for the benchmark. The fund’s Class C (Hedged) declined by 1.0% compared to an 8.0% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Aoris International Fund highlighted stocks such as Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a professional services company that provides management consulting, technology, and outsourcing services. The one-month return of Accenture plc (NYSE:ACN) was 7.19%, and its shares lost 26.31% of their value over the last 52 weeks. On December 18, 2025, Accenture plc (NYSE:ACN) stock closed at $269.96 per share, with a market capitalization of $167.413 billion.

Aoris International Fund stated the following regarding Accenture plc (NYSE:ACN) in its third quarter 2025 investor letter:

"Accenture plc (NYSE:ACN) is the world’s largest IT consulting and outsourcing firm. Some investors view Accenture as an ‘AI loser’, believing that the efficiencies generated by AI will diminish and devalue the role Accenture plays for its large corporate and government clients.

Our view is more positive. The consulting side of Accenture’s business is driven by change. We expect that large organisations will turn to Accenture to help them rearchitect their IT infrastructure and business processes to benefit from AI. On the outsourcing side, Accenture’s vast scale enables it to use AI more effectively than its clients themselves can, this creates efficiencies that make outsourcing business processes to Accenture more economically attractive…” (Click here to read the full text)

Accenture plc (NYSE:ACN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the third quarter, which was 65 in the previous quarter. In the fiscal fourth quarter of 2025, Accenture plc (NYSE:ACN) reported revenues of $17.6 billion, reflecting a 7% increase in U.S. dollars and 4.5% in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) 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.

In another article, we covered Accenture plc (NYSE:ACN) and shared Aristotle International Equity Strategy's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.