Aristotle
Aristotle Capital International Equity
International
Jun 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 4 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.
Also held
Its investment theses
- LVMHJun 2025LVMH is well-positioned for long-term success despite a cyclical slowdown in the luxury goods industry, thanks to its strong fundamentals, diversified portfolio, revitalized creative leadership, and solid financial performance.
- SafranJun 2025Safran is well-positioned for growth due to its strong aftermarket revenue, significant market share in narrow-body engines, and benefits from rising defense budgets and a shift to more efficient aircraft platforms.