Aristotle
Aristotle International Equity ADR
International Large-cap
Sep 2025 → Jun 2026
Our archive holds 5 letters from this strategy, behind 3 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Aristotle for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · MAA (Net)
- YTD+2.5%index +9.4%
- 1Y+9.4%index +20.2%
- 3Y · /yr+10.5%index +16.4%
- Inception · /yr+9.2%index +13.9%
Index: MSCI EAFE TR Net
| YTD | 1Y | 3Yper year | Since inceptionper year | |
|---|---|---|---|---|
| Aristotle International Equity ADR | +2.5% | +9.4% | +10.5% | +9.2% |
| MSCI EAFE TR Net | +9.4% | +20.2% | +16.4% | +13.9% |
Calendar years
- 2025+21.8%index +31.2%
- 2024+4.0%index +3.8%
- 2023+15.5%index +18.2%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 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
- New positionMagnum Ice Cream Company N.V.Jun 2026
During the quarter, we sold our position in Unilever and invested in Magnum Ice Cream.
During the quarter, we sold our position in Unilever and invested in Magnum Ice Cream.
- New positionMagnum Ice CreamJun 2026
During the quarter, we sold our position in Unilever and invested in Magnum Ice Cream.
We initiated our investment in the first quarter of 2026, attracted to the company’s Milwaukee and Ryobi brands, culture of product innovation, and battery ecosystems that create loyalty and repeat purchases across hundreds of compatible tools.
Also held
Its investment theses
- Fast RetailingJun 2026Fast Retailing is the owner of UNIQLO, with scale, brand strength, and global expansion catalysts underpinning its long-term growth and returns profile.
- Magnum Ice Cream Company N.V.Jun 2026Magnum Ice Cream is the world’s largest dedicated ice cream manufacturer, with leading brands, premium pricing, and a hard-to-replicate distribution network.
- UnileverJun 2026Unilever was valued for its global scale, leading brands, and exposure to higher-margin everyday-use categories, though the managers preferred the spun-off ice cream opportunity.