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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries in business services, crypto infrastructure, and food distribution."
The Aristotle Core Equity Fund (Class I-2) returned 3.15% in Q4 2025, outperforming the S&P 500 Index's return of 2.66%. Performance was driven by positive security selection in healthcare and consumer discretionary, while selection in IT and communication services detracted. During the quarter, the fund deployed capital into new positions in APi Group, Coinbase Global, and Performance Food Group, while exiting Alexandria Real Estate Equities due to lab space oversupply and Chart Industries following its acquisition announcement. The manager holds a constructive market outlook for 2026, anticipating a broadening of economic activity to drive overall S&P 500 profit growth above 10%.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Growth Outlook
Market outlook remains above average conviction: Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Risk Appetite
Risk appetite posture is above average conviction: Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Forward Guidance
Forward guidance signal: Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Language Signal
Tone analysis indicates above average conviction language: Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Perceived Risk
Perceived risk level is evaluated as moderate conviction. Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
Time Horizon
Investment time horizon reflects a high conviction orientation. Aristotle Core Equity Fund returned 3.15% in Q4 2025, beating the S&P 500. The fund rotated out of troubled lab real estate and locked-in M&A gains to fund high-conviction entries ...
