Aristotle
Aristotle Atlantic Focus Growth Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 9 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 Jun 30, 2026 · net of fees · USD · Focus Growth Composite (net)
- YTD+8.8%index +5.3%
- 1Y+20.1%index +17.7%
- 3Y · /yr+22.1%index +22.6%
- 5Y · /yr+10.6%index +13.7%
- Inception · /yr+15.4%index +17.5%
Index: Russell 1000 Growth Index
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Aristotle Atlantic Focus Growth Strategy | +8.8% | +20.1% | +22.1% | +10.6% | +15.4% |
| Russell 1000 Growth Index | +5.3% | +17.7% | +22.6% | +13.7% | +17.5% |
Calendar years
- 2025+18.9%index +18.6%
- 2024+29.6%index +33.4%
- 2023+37.1%index +42.7%
- 2022−33.4%index −29.1%
- 2021+22.3%index +27.6%
- 2020+41.7%index +38.5%
- 2019+36.9%index +36.4%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 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
Coherent is a vertically integrated manufacturing company that develops, manufactures and markets lasers, transceivers, and other optical and optoelectronic devices, modules, and systems, as well as engineered materials, for use in the communications, industrial, instrumentation and electronics markets.
Amphenol is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems; antennas; sensors and sensor-based products; and coaxial, high-speed and specialty cable.
We initiated Western Digital because we view the company as providing picks-and-shovels exposure to the AI memory bottleneck,
We initiated Sandisk as a complementary picks-and-shovels investment opportunity tied to the AI memory bottleneck,
We sold HubSpot because its core value proposition—an easy-to-use, all-in-one go-to-market platform—is becoming increasingly replicable by AI-native agents
Also held
Its investment theses
- KLA CorporationJun 2026KLA Corporation benefits from the AI-driven semiconductor equipment upcycle and its dominant process control market share.
- AmphenolJun 2026Amphenol offers diversified exposure to interconnect demand, with AI data centers, electrification, and acquisitions supporting growth and returns.
- CoherentJun 2026Coherent is positioned to benefit from the shift to optical networking in AI data centers, supported by vertical integration and NVIDIA partnership.
- SandiskJun 2026Sandisk is a picks-and-shovels play on the AI memory bottleneck, with constrained supply, pricing power, and customer contracts supporting upside.
- Western DigitalJun 2026Western Digital is a disciplined, cash-generative storage company positioned to benefit from AI and cloud data demand.