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Aristotle Small Cap Equity Fund's investment thesis on Chemed Corp. ($CHE) — Q2 2025 | Buyside Digest

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$CHENYSEChemed Corp.

BULL

Aristotle Small Cap Equity Fund—CHE

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$546.51USD

+5.1% vs last month

$473.18Pitched

+15.5% since pitch

Market Cap$7.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For Q2 2025, the Aristotle Small Cap Equity Composite generated a 3.25% net return (3.41% gross), underperforming the Russell 2000 Index's 8.50% return. Underperformance was driven...

— Jack McPherson and Dave Adams

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What other investors think about $CHE, and what else Aristotle Small Cap Equity Fund is buying.

Other pitches on $CHE

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Value Line Small Cap Opportunities FundBEAR

Pitched Mar 31, 2026

Chemed was liquidated entirely during the first quarter as part of a portfolio refinement program. The manager sought...

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