Aristotle
Aristotle Global Equity
Global Large-cap
Dec 2024 → Sep 2026
Our archive holds 8 letters from this strategy, behind 8 investment theses and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
8 letters in 3 years · follow all of Aristotle for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+5.8%index +13.0%
- 1Y+9.4%index +16.8%
- 3Y · /yr+13.8%index +21.7%
- 5Y · /yr+6.6%index +11.6%
- 10Y · /yr+10.3%index +12.4%
- Inception · /yr+9.7%index +10.4%
Index: MSCI ACWI Index (net)
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Aristotle Global Equity | +5.8% | +9.4% | +13.8% | +6.6% | +10.3% | +9.7% |
| MSCI ACWI Index (net) | +13.0% | +16.8% | +21.7% | +11.6% | +12.4% | +10.4% |
Calendar years
- 2025+20.7%index +22.3%
- 2024+3.1%index +17.5%
- 2023+19.6%index +22.2%
- 2022−17.7%index −18.4%
- 2021+19.6%index +18.5%
- 2020+17.7%index +16.3%
- 2019+28.6%index +26.6%
- 2018−8.1%index −9.4%
- 2017+23.9%index +24.0%
- 2016+10.8%index +7.9%
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
During the quarter, we sold our positions in Assa Abloy and Oshkosh and purchased E Ink Holdings and McKesson.
During the quarter, we sold our position in Assa Abloy and purchased E Ink Holdings and McKesson.
During the quarter, we sold our position in Assa Abloy and purchased E Ink Holdings and McKesson.
- ExitedAssa AbloySep 2026
During the quarter, we sold our positions in Assa Abloy and Oshkosh and purchased E Ink Holdings and McKesson.
During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.
During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.
During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.
During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.
During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.
Also held
Its investment theses
- E Ink Holdings Inc.Sep 2026E Ink Holdings is the global leader in ePaper displays, with proprietary technology, barriers to entry and growth from ESL adoption.
- McKesson CorporationSep 2026McKesson Corporation is a leading U.S. pharmaceutical distributor with mission-critical scale, switching costs and growth in higher-margin healthcare services.
- Samsung ElectronicsJun 2026Samsung Electronics is benefiting from AI-driven memory demand and a richer product mix that should support higher normalized earnings and free cash flow.
- Lowe's Companies, Inc.Dec 2025Lowe's Companies, Inc. is a scaled home improvement retailer improving operations and targeting pro customer growth, with attractive valuation and clear catalysts to expand margins and share.
- Itochu CorporationDec 2025Itochu Corporation is a diversified sogo shosha with stable non-resource earnings, strong subsidiaries, disciplined capital allocation, attractive valuation and clear catalysts for value realization.
- AlphabetMar 2025Alphabet trades under 12x normalized earnings while scaling Cloud and YouTube—offering dominant moats, huge cash flow, and free AI upside.
- Daikin IndustriesMar 2025Daikin is a global HVAC leader poised to benefit from surging air conditioning adoption and heat pump upgrades—offering innovation, scale, and undervaluation with strong multi-year catalysts.
- DSM-FirmenichDec 2024DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.