Aristotle
Aristotle Capital Large Cap Growth
Large-cap Growth
Jun 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 7 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.
What it bought and sold
Buys HubSpot
Sells Expedia Group
Also held
Its investment theses
- Antero ResourcesJun 2025Antero Resources is a leading U.S. natural gas and NGL producer in the Appalachian Basin, poised for strong free cash flow growth, driven by increasing global demand and a robust financial position.
- HubSpotJun 2025HubSpot is a cloud-based CRM platform designed to enhance customer experiences through integrated marketing, sales, and service tools, with strong growth potential in the SMB market and a focus on AI-driven automation.