Do You Believe in RELX PLC's (RELX) Upward Potential?

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 RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) offers information-based analytics and decision tools for professional and business customers. The one-month return of RELX PLC (NYSE:RELX) was 1.51%, and its shares lost 10.70% of their value over the last 52 weeks. On December 22, 2025, RELX PLC (NYSE:RELX) stock closed at $40.98 per share, with a market capitalization of $74.525 billion.

Aoris International Fund stated the following regarding RELX PLC (NYSE:RELX) in its third quarter 2025 investor letter:

"RELX PLC (NYSE:RELX) supplies data, analytics and software tools to various professional markets, such as academic researchers, legal practitioners, insurance underwriters, banking, and corporate compliance. Some investors believe that AI will undermine the position RELX holds with its professional users, by allowing data to be scraped from the internet and applying AI tools, bypassing RELX.

The data and software tools RELX supplies to its professional customers are proprietary, which we believe places RELX in a strong position to add value and create new productivity solutions through AI. The evidence to date has been highly encouraging. This is particularly the case in the legal market, where RELX’s AI-powered products have been adopted rapidly, contributing to a sharp acceleration in revenue growth for that division…” (Click here to read the full text)

RELX PLC (NYSE:RELX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 28 hedge fund portfolios held RELX PLC (NYSE:RELX) at the end of the third quarter, up from 20 in the previous quarter. While we acknowledge the potential of RELX PLC (NYSE:RELX) 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 RELX PLC (NYSE:RELX) and shared a bull case theory 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.