Aristotle
Aristotle Atlantic Large Cap Growth Strategy
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Aristotle for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+13.4%index +6.3%
- 1Y+14.4%index +7.5%
- 3Y · /yr+24.9%index +24.3%
- 5Y · /yr+11.6%index +13.7%
- Inception · /yr+17.6%index +18.6%
Index: Russell 1000 Growth Index
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Aristotle Atlantic Large Cap Growth Strategy | +13.4% | +14.4% | +24.9% | +11.6% | +17.6% |
| Russell 1000 Growth Index | +6.3% | +7.5% | +24.3% | +13.7% | +18.6% |
Calendar years
- 2025+18.4%index +18.6%
- 2024+27.9%index +33.4%
- 2023+36.1%index +42.7%
- 2022−31.6%index −29.1%
- 2021+21.7%index +27.6%
- 2020+42.4%index +38.5%
- 2019+36.7%index +36.4%
- 2018−1.3%index −1.5%
- 2017+29.0%index +30.2%
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
- ExitedMobility GlobalSep 2026
We sold Mobility Global.
We initiated Repligen, a global life sciences company that develops and commercializes bioprocessing technologies, systems and consumables designed to improve the efficiency, flexibility and control of biological drug manufacturing across both upstream and downstream processes.
We initiated Kratos Defense & Security Solutions, a technology-focused defense contractor that develops affordable, rapidly deployable products and platforms for government and commercial customers across satellite communications, space infrastructure, unmanned aerial systems, hypersonic technologies, rocket and propulsion systems, microwave electronics, cybersecurity, training, and command-and-control solutions.
We sold the position in Norfolk Southern.
We sold Bio-Techne following the announcement of Merck KGaA’s agreement to acquire the company for $73 per share in cash.
We sold Antero Resources, using the proceeds to increase our sector weighting in Information Technology.
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 that can autonomously manage prospecting, lead nurturing and pipeline workflows without the need for a dedicated SaaS layer.
During the quarter, we sold Amphenol to reposition the portfolio toward more direct exposure to the optical interconnect transition.
We initiated Sandisk as a complementary picks-and-shovels investment opportunity tied to the AI memory bottleneck, with hard disk drives and flash memory now capacity-constrained inputs for AI data center expansion.
We initiated Western Digital because we view the company as providing picks-and-shovels exposure to the AI memory bottleneck, with hard disk drives and NAND flash memory now serving as capacity-constrained inputs to AI data center buildout.
Also held
Its investment theses
- CrowdStrike HoldingsSep 2026CrowdStrike Holdings is positioned as the platform of record for AI-era cybersecurity with a longer growth runway from expanding security categories.
- KLA CorporationSep 2026KLA Corporation remains structurally leveraged to the AI buildout, with management pointing to accelerating growth into 2027.
- Kratos Defense & Security SolutionsSep 2026Kratos Defense & Security Solutions is a technology-focused defense contractor positioned to benefit from defense modernization, strong bookings and production scaling.
- RepligenSep 2026Repligen is a leading bioprocessing supplier benefiting from an improving industry backdrop, operating leverage and favorable long-term growth prospects.
- ServiceNowJun 2026ServiceNow combines mission-critical workflow software, high switching costs, AI monetization, and strong recurring growth.