Aristotle
Aristotle Atlantic Core Equity Strategy
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Aristotle for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Core Equity Composite (net)
- YTD+14.8%index +12.8%
- 1Y+18.5%index +15.7%
- 3Y · /yr+24.9%index +22.9%
- 5Y · /yr+12.8%index +13.8%
- 10Y · /yr+15.6%index +15.3%
- Inception · /yr+14.5%index +14.2%
Index: S&P 500 Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Aristotle Atlantic Core Equity Strategy | +14.8% | +18.5% | +24.9% | +12.8% | +15.6% | +14.5% |
| S&P 500 Index | +12.8% | +15.7% | +22.9% | +13.8% | +15.3% | +14.2% |
Calendar years
- 2025+18.8%index +17.9%
- 2024+26.6%index +25.0%
- 2023+23.3%index +26.3%
- 2022−21.9%index −18.1%
- 2021+24.6%index +28.7%
- 2020+26.3%index +18.4%
- 2019+35.3%index +31.5%
- 2018−5.4%index −4.4%
- 2017+21.9%index +21.8%
- 2016+10.0%index +12.0%
Since inception: Since Inception (8/1/2013)
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We sold the position in Honeywell Aerospace to consolidate our aerospace investment in GE Aerospace.
- ExitedHoneywell AerospaceSep 2026
We sold the position in Honeywell Aerospace to consolidate our aerospace investment in GE Aerospace.
We initiated SanDisk as a complementary picks-and-shovels investment opportunity tied to the AI memory bottleneck, with NAND flash memory and solid-state storage now capacity-constrained inputs for AI data center expansion.
We sold the position in Honeywell International.
Also held
Its investment theses
- Adaptive BiotechnologiesSep 2026Adaptive Biotechnologies is benefiting from strong clonoSEQ growth, higher pricing, and a planned separation that will create a standalone MRD diagnostics company.
- Guardant HealthSep 2026Guardant Health is growing rapidly, expanding commercial coverage for Shield, and should benefit from higher margins as product volumes scale.
- Applied MaterialsSep 2026Applied Materials remains levered to the AI buildout and is expected to see multi-year top-line growth acceleration despite the quarter’s de-rating.
- CoherentSep 2026Coherent is leveraged to AI infrastructure demand for optical connectivity and is expected to deliver multi-year revenue growth and margin expansion.
- SanDiskSep 2026SanDisk is positioned as an AI storage and NAND picks-and-shovels beneficiary with pricing power, durable margins, and valuation upside.