Aoris International Fund noted that Bentley Systems, a global leader in software for designing and operating infrastructure assets, is believed to be able to continue achieving healthy revenue and earnings growth by providing productivity benefits to engineering firms facing labor constraints. The fund believes that the widespread sell-off in software businesses over the past 18 months has led to an unusually attractive discount in Bentley Systems' share price relative to its fair value. However, the fund also mentioned that while it recognizes Bentley Systems' investment potential, it believes certain AI stocks may offer greater upside and less downside risk. Bentley Systems closed at $36.56 on August 13.