Aristotle
Aristotle Global Equity Advisory
Global
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Aristotle for every strategy.
Its investment theses
- Wal-Mart de Mexico SAB de CVJun 2026Wal-Mart de Mexico combines dominant scale, omnichannel growth, strong ROIC, and valuation upside from store expansion and margin gains.
- Techtronic Industries Co. Ltd.Jun 2026Techtronic Industries is a leading power-tool franchise with strong brands, a battery ecosystem moat, attractive valuation, and multiple growth catalysts.
- Jazz PharmaceuticalsJun 2026Jazz Pharmaceuticals is building long-term value through differentiated therapies, a growing oncology franchise, and strong cash flow generation.
- QualcommJun 2026Qualcomm is diversifying beyond handsets into connected computing, benefiting from AI and connectivity tailwinds while generating strong free cash flow.
- DanaherJun 2026Danaher is a disciplined healthcare platform with recurring revenue, strong capital allocation, and a culture that supports margin expansion and free cash flow.