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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 4, 2025 | Aristotle/Saul Global Equity Fund | 5.1% | 16.0% | 3064 JP, A005930 KS, FCFS, NEM GR | financials, Global Equities, industrials, Quality, valuation | The fund maintained a bottom-up focus on high-quality companies across regions, with an emphasis on durable franchises and disciplined valuation. Performance was supported by exposure to financials and industrials, while weakness in certain technology holdings weighed modestly. Management remains optimistic about international recovery as interest rate cycles normalize and valuations outside the U.S. remain attractive. | NEM GR 4385 JP FCFS 005930 KS NEM GR 4385 JP FCFS 005930 KS |
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| 2025 Q3 | Nov 4, 2025 | Aristotle International Equity Fund | 1.1% | 15.9% | 3064 JP, A005930 KS, ACN, BAP | inflation, International Equities, Quality, Trade, valuation | Global equities advanced amid improving GDP forecasts and easing trade tensions, though the fund underperformed due to security selection in industrials and consumer sectors. The team remains focused on long-term fundamentals, emphasizing high-quality companies like Samsung, Credicorp, and Wal-Mart de México with durable advantages and strong balance sheets. Valuations and relative value opportunities continue to guide positioning amid moderate macro uncertainty. | WMMVY 9830 JP BAP 005930 KS WMMVY 9830 JP BAP 005930 KS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||