Aristotle
Aristotle Capital Small Cap Equity
Small-cap
Jun 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 4 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.
Its investment theses
- Guardian Pharmacy ServicesJun 2025Guardian Pharmacy Services (GRDN) is a leading technology-driven provider of pharmacy services for long-term care facilities, well-positioned to capitalize on the growing demand from the aging U.S. population.
- InterparfumsJun 2025Interparfums is a global manufacturer and distributor of prestige fragrances, well-positioned to benefit from growing demand and innovation in the market.
- ScottsMiracle-GroJun 2025ScottsMiracle-Gro (SMG) is positioned for enhanced shareholder value through margin expansion and balance sheet deleveraging as demand normalizes post-COVID and it refocuses on its core business.
- Verra MobilityJun 2025Verra Mobility (VRRM) is well-positioned to capitalize on growing demand for automated enforcement solutions, supported by strong recurring revenues and high profit margins.