What Makes SAP (SAP) an Investment Bet?

1 hour ago 1

Soumya Eswaran

Fri, December 19, 2025 astatine 8:29 AM CST 3 min read

Aoris Investment Management, a specializer planetary equity manager, released its “Aoris International Fund” Q3 2025 capitalist letter. A transcript of the missive tin be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, roseate by 6.5% successful AUD for the September quarter. In section currencies, gains were 8.0%, but currency fluctuations reduced the AUD instrumentality by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% aft fees compared to a 6.5% instrumentality for the benchmark. The fund’s Class C (Hedged) declined by 1.0% compared to an 8.0% instrumentality for the benchmark. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Aoris International Fund highlighted stocks specified arsenic SAP SE (NYSE:SAP). SAP SE (NYSE:SAP) is simply a starring endeavor exertion and concern solutions provider. The one-month instrumentality of SAP SE (NYSE:SAP) was 3.22%, and its shares mislaid 1.45% of their worth implicit the past 52 weeks. On December 19, 2025, SAP SE (NYSE:SAP) banal closed astatine $244.31 per share, with a marketplace capitalization of $285.06 billion.

Aoris International Fund stated the pursuing regarding SAP SE (NYSE:SAP) successful its 3rd 4th 2025 capitalist letter:

"SAP SE (NYSE:SAP) is the world’s starring endeavor assets readying (ERP) bundle company, which is an integrated acceptable of applications crossed HR, finance, manufacturing, proviso concatenation absorption and lawsuit narration management. Of the world’s 100 largest customers, 99 usage SAP and, remarkably, 77% of the world’s transactions each time interaction an SAP system.