The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Sep 30, 2025
During 3Q 2025, the Aristotle Atlantic Core Equity Composite underperformed the S&P 500 Index, posting a net return of 7.10% (7.22% gross) versus the index's return of 8.12%. Underperformance was primarily driven by negative security selection within the Financials and Consumer Staples sectors, which outweighed strong positive selection in Information Technology and Real Estate. The fund completed several major portfolio moves, adding Dexcom, Constellation Energy, and Baker Hughes, while exiting Becton Dickinson, ServiceNow, and Halliburton to align with secular tailwinds in AI data center power demand and manage seat-based software risk. The manager remains constructive on long-term equity performance supported by lower rates and corporate earnings, despite elevated valuations and tariff-related inflation risks.
Our investment focus remains at the individual company level, with a strong emphasis on identifying and investing in businesses supported by secular tailwinds or robust product-driven cycles.
Markets are trading at the upper end of historical valuation levels and will need lower interest rates coupled with higher corporate profits to achieve new highs. While macroeconomic data remains mixed and tariff-related uncertainty persists, a strong technology investment cycle, lower interest rates, and growing corporate profits should continue to support higher equity prices.
High Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
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Top Conviction Themes
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