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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Aristotle Small/Mid Cap Equity | 4.6% | - | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps | CHE |
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| 2025 Q3 | Nov 4, 2025 | Aristotle Small Cap Equity Fund | 3.2% | -1.5% | ALE, AZEK, COLB, CRI, DLB, FLWS, HAE, HGV, JHX, KNX, MRCY, MTSI, OGS, REI, RRC, SUPN, WNC | consumer, industrials, Recovery, small caps, valuation | The fund emphasized high-conviction small-cap holdings with strong fundamentals and improving earnings visibility amid an easing policy backdrop. Despite market volatility, management sees opportunities in niche industrials, regional banks, and select consumer firms poised for recovery. Small-cap valuations remain historically attractive, supported by resilient demand and renewed investor risk appetite. | COLB MTSI MRCY SUPN |
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| 2025 Q4 | Jan 12, 2026 | ClearBridge Investment Growth Strategy | - | - | ALNY, AVGO, DLB, DOCS, ELF, FCX, HLT, HOOD, MSGE, MSGS, ODFL, ONON, SHOP, TEL, TJX, TKO, UNH, VRTX, VST, XPO | AI, balance, growth, innovation, semiconductors, technology, volatility | The letter outlines a balanced growth approach combining participation in AI-driven momentum with downside protection through diversified stock selection. Emphasis is placed on companies with durable fundamentals, innovation-led growth, and disciplined capital allocation. Growth investing is positioned as increasingly selective amid heightened volatility and dispersion. | ELF SHOP |
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| 2022 Q1 | Mar 30, 2022 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | AXTA, BAC, BN, CB, CCJ, DLB, FMC, LEN, WBA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Ian Bezek | Dolby Laboratories, Inc. | Industrials | Specialty Business Services | Neutral | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Wolf Report | Dolby Laboratories, Inc. | Industrials | Specialty Business Services | Bull | NYSE | — | 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. | ||||||||