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Aoris International Fund's investment thesis on Halma plc ($HLMA.L) — Q4 2025 | Buyside Digest

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$HLMA.LNASDAQHalma plc

BULL

Aoris International Fund—HLMA.L

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$3490.00USD

-3.2% vs last month

$3500.00Pitched

-0.3% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In 2025, Aoris's Class A (Unhedged) fund returned 4.0%, underperforming its benchmark (13.7%) due to a widening gap between company fundamentals and lagging share prices. Intrinsic values of...

— Matthew Berry

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What other investors think about $HLMA.L, and what else Aoris International Fund is buying.

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Aoris International FundBULL

Pitched Dec 31, 2024

Halma specializes in safety, environmental, and medical niche products with a robust culture of consistent dividend increases. Its emphasis on...

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