Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Aristotle Value Equity Fund underperformed in Q4 2024 (-4.31% Class I-2 vs. -1.98% Russell 1000 Value Index) as narrow market momentum around artificial intelligence favored growth over value. Maintaining zero portfolio turnover during the quarter, the manager remains grounded in bottom-up fundamental analysis, trusting that high-quality value holdings will outperform across full three-to-five-year market cycles.
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The Aristotle Value Equity Fund underperformed in Q4 2024 (-4.31% Class I-2 vs. -1.98% Russell 1000 Value Index) as narrow market momentum around artificial intelligence favored growth over value. Maintaining zero portfolio turnover during the quarter, the manager remains grounded in bottom-up fundamental analysis, trusting that high-quality value holdings will outperform across full three-to-five-year market cycles.
