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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | ACATIS Investment | - | -0.2% | 2330 TT, 6920 JP, AMRZ, ANSS, CLS CN, CRM, DWNI GR, HAL, HIMS, HOLX, ICE, ISRG, KGH PW, KRN GR, KVUE, KYGA IR, LRCX, PEP, SNPS, UMI BB, UNH, UPWK, VNA GR, ZAL GR | energy security, fiscal deficits, Global Fragmentation, Industrial Policy, Trade Policy | The report discusses mounting geopolitical fragmentation and policy uncertainty, emphasizing how trade tensions, fiscal imbalances and shifting global alliances are reshaping capital flows and regional growth prospects. Management highlights structural challenges in Europe alongside opportunities tied to industrial policy, energy security and technological sovereignty. In this environment, ACATIS positions portfolios toward globally competitive companies with resilient business models and exposure to long-term structural trends rather than cyclical macro swings. | UPWK UMI BB PEP KGH PW HIMS HAL ZAL GR CLS CN SNPS HOLX ICE KRN GR 2330 TT |
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| 2025 Q3 | Nov 16, 2025 | Aristotle Atlantic Core Equity Strategy | 7.1% | 15.1% | ADPT, AR, BDX, BKR, CEG, DAR, DXCM, HAL, NOW, ORCL | earnings, policy, tariffs, technology, Trade | The letter highlights tariff-driven volatility as a defining macro theme influencing U.S. growth, trade flows and sector earnings. Policy uncertainty has created dispersion across industries, while resilient corporate earningsparticularly in technologydemonstrate adaptability amid shifting trade dynamics. The manager emphasizes investing in companies with structural growth tailwinds, strong balance sheets and product-driven cycles that can endure policy shocks. | BDX BKR CEG DXCM ADPT ORCL AR DAR |
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| 2024 Q3 | Sep 30, 2024 | Aristotle Atlantic Core Equity Strategy | 3.1% | 21.7% | AMAT, EL, HAL, ICE, TT | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Aristotle Core Equity Fund | 2.9% | 21.3% | AMAT, EL, HAL, ICE, TT | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Aristotle Atlantic Core Equity Strategy | 3.1% | 21.7% | CB, DG, HAL, META, ORCL, SPR | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | ALB, BKR, CLA LN, CRWD, DXCM, HAL, PEN, PLNT, SNPS | - | View | ||
| 2022 Q3 | Sep 30, 2022 | Aristotle Core Equity Fund | 2.9% | 21.3% | BALL, CMCSA, CTLT, DAR, HAL | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | AR, BILL, ENPH, GWW, HAL, MPWR | - | View | ||
| 2023 Q4 | Feb 26, 2024 | Aristotle Core Equity Fund | 2.9% | 21.3% | 0YXG LN, BDX, BMY, HAL, LLY, PEP, SPR, VRTX | - | View | ||
| 2023 Q4 | Feb 26, 2024 | Aristotle Atlantic Core Equity Strategy | 3.1% | 21.7% | 0YXG LN, BDX, BMY, HAL, LLY, PEP, SPR, VRTX | - | View | ||
| 2023 Q4 | Jan 27, 2024 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | CRWD, DXCM, GTLS, HAL, MPWR, PAYC, PLNT, SNPS, TRU | - | View | ||
| 2022 Q4 | Jan 19, 2023 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | ALB, BKR, CRWD, GNRC, HAL, HZNP, MRVL, PLNT, URI, WOLF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Halliburton Company | Energy | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | Deregulation, Drilling, Energy Policy, oilfield services, production growth | View Pitch |
| Nov 29, 2025 | Fund Letters | Will Riley | Halliburton Company | Energy | Oilfield Services & Equipment | Bull | NYSE | cashflow, Drilling, International, Margins, oilfield services, Pricing, Roce | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Richard Durant | Halliburton Company | Energy | Oil & Gas Equipment & Services | Bear | 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. | ||||||||