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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | energy, financials, industrials, infrastructure, reshoring, small caps, technology, value | Valuations of small versus large continue to remain near multi-decade lows, which suggests a more favorable setup for small caps relative to large caps in the periods to come. Small-cap valuation relative to large cap is at multi-decade lows and any fundamentally driven repositioning is likely to benefit small caps more than larger companies. Smaller caps remain better positioned to benefit from the reshoring of U.S. manufacturing, a pickup in M&A activity, the CHIPS Act, and several infrastructure projects on the horizon. | LFUS GTLS CRI DY ASC |
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| 2024 Q1 | Apr 15, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, AER, ASC, ASGN, ATNI, AZEK, CPLP, DY, HURN, ITRI, MATW, MCRB, MMSI, MODV, MTSI, PWSC, QDEL, SP | Construction, healthcare, industrials, small caps, technology, value | Manager remains optimistic about long-term potential for small cap segment despite strong recent performance. Valuations of small versus large cap equities remain near multi-decade lows with 16.0x P/E for Russell 2000 versus 21.8x for Russell 1000. Small caps are better positioned to benefit from reshoring of U.S. manufacturing, CHIPS Act, and infrastructure projects. | PWSC QDEL MODV ITRI AZEK |
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| 2024 Q3 | Sep 30, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, ACIW, AER, ASC, BDC, BWIN, CHCT, DY, FIBK, HURN, ITRI, LUMN, MDVL, MMSI, MRCY, MTSI, NVRI, PETQ, PTEN | financials, healthcare, rates, small caps, technology, value | The fund focuses exclusively on small-cap investments with valuations remaining attractive relative to large caps. Small caps trade at 16.7x P/E versus 25.8x for large caps, near multi-decade lows. The manager believes small caps are better positioned to benefit from reshoring, M&A activity, and infrastructure spending. | View | |
| 2022 Q4 | Jan 31, 2023 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ADEA, AIMC, ASC, CALM, DBI, EHAB, SAF, VVI, XPER | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Aristotle Small Cap Equity Fund | -0.5% | 9.4% | ACHC, AMTM, ASC, AXTA, AZPN, COLD, DY, EMR, GTLS, HASI, HURN, HXL, INFN, J, KBH, LQDT, MTSI, NOK, SUM, TROX | healthcare, industrials, M&A, materials, small caps, technology, value | Manager remains optimistic about long-term potential for small-cap segment. Valuations within small-cap segment remain compelling relative to large caps, with Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, increased M&A activity, continued decline in interest rates, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | TROX HXL AXTA COLD AMTM ASC ACHC GTLS |
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| 2022 Q4 | Jan 17, 2023 | Greenlight Capital | 1.1% | 9.0% | AAWW, ASC, CEIX, DNMR, GRBK, RHM GR, TECK, THC, TWTR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Ardmore Shipping | Energy | Oil & Gas Storage & Transportation | Bull | NYSE | capital allocation, Chemical Transportation, Cyclical, Energy Transportation, Maritime, Product Tankers, Shipping | View Pitch |
| Apr 13, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Ardmore Shipping | Energy | Oil, Gas & Consumable Fuels | Bull | NYSE | capital allocation, Chemical Transportation, Cyclical, Maritime, Product Tankers, Shipping, Supply-Demand | View Pitch |
| Mar 20, 2026 | Seeking Alpha | Seeking Alpha | Ardmore Shipping Corporation | Shipping | Product and Chemical Tankers | Neutral | New York Stock Exchange | acquisition potential, Ardmore Shipping, capital allocation, dividend payout, fleet-expansion, MR tankers, NAV valuation, operating leverage, shipping industry risks, spot market | 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. | ||||||||