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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 21, 2025 | Aristotle/Saul Global Equity Fund | 9.1% | 10.4% | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy | UBER COF PYPL ALC SW AMGN MCHP CCO CN |
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| 2025 Q2 | Jul 22, 2025 | Aristotle International Equity Fund | 10.7% | 14.6% | ALC SW, CCO, MC FP, SAF FP | cash flow, fundamentals, global quality, Resilience, secular growth | The letter focuses on global high-quality businesses amid geopolitical and macro uncertainty. Management emphasizes durable cash flows, strong balance sheets, and long-term secular demand. The outlook favors resilience and compounding over short-term macro positioning. | SAF FP MC FP ALC SW |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Value Equity Fund | 4.8% | 5.4% | ALC SW, AMGN, MCHP, MSFT, UBER | Discipline, Margin Of Safety, normalized earnings, valuation dispersion, value | The letter highlights classic value opportunities created by market concentration in growth stocks and neglect of asset-heavy businesses. Management emphasizes normalized earnings power, balance sheet strength, and margin of safety. Value investing is positioned as increasingly attractive as valuation dispersion widens. | UBER US ALC SW AMGN US MCHP US MSFT US |
View |
| 2025 Q2 | Jul 18, 2025 | Voya MidCap Opportunities Strategy | - | - | ALC SW, FIX, HOOD, KTOS, NET | AI, capital investment, growth, Mid Caps, profitability | The commentary focuses on mid-cap growth companies with superior capital investment, profitability, and attractive risk-reward profiles. Management highlights expanding market leadership beyond mega-cap stocks as a source of opportunity. AI-driven productivity gains and selective sector positioning underpin the strategys outlook. | View | |
| 2025 Q1 | Apr 8, 2025 | ClearBridge Investments Large Cap Growth Strategy | - | - | ALC SW, SNPS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Howard Gleicher | Alcon AG | Health Care | Health Care Equipment | Bull | Swiss Exchange | The long-term outlook remains strong given aging demographics and rising global eye-care utilization. | View Pitch |
| Dec 3, 2025 | Fund Letters | Howard Gleicher | Alcon Inc. | Health Care | Health Care Equipment | Bull | Swiss Exchange | Demographics, innovation, lenses, Medtech, Ophthalmology | View Pitch |
| Dec 3, 2025 | Fund Letters | Sean M. Thorpe | Alcon Inc. | Health Care | Health Care Equipment | Bull | Swiss Exchange | Cataract, Demographics, Emerging markets, lenses, Ophthalmology | View Pitch |
| 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. | ||||||||