Aristotle
Aristotle International Equity ADR WM
International Large-cap
Jun 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 6 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.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD+2.9%index +9.4%
- 1Y+10.5%index +20.2%
- 3Y · /yr+11.2%index +16.4%
- 5Y · /yr+5.1%index +9.1%
- 10Y · /yr+7.1%index +9.7%
- Inception · /yr+6.5%index +7.5%
Index: MSCI EAFE Index (net)
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Aristotle International Equity ADR WM | +2.9% | +10.5% | +11.2% | +5.1% | +7.1% | +6.5% |
| MSCI EAFE Index (net) | +9.4% | +20.2% | +16.4% | +9.1% | +9.7% | +7.5% |
Calendar years
- 2025+22.2%index +31.2%
- 2024+4.8%index +3.8%
- 2023+15.8%index +18.2%
- 2022−19.6%index −14.4%
- 2021+14.3%index +11.3%
- 2020+7.6%index +7.8%
- 2019+20.9%index +22.0%
- 2018−10.1%index −13.8%
- 2017+21.4%index +25.0%
- 2016−1.1%index +1.0%
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
We therefore elected to exit Unilever and redeploy the proceeds into Magnum Ice Cream, discussed in greater detail below.
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.
- New positionMagnum Ice Cream Company N.V.Jun 2026
we sold our position in Unilever and invested in Magnum Ice Cream.
Also held
Its investment theses
- The Magnum Ice Cream Company N.V.Jun 2026The Magnum Ice Cream Company is a global ice cream leader with premium brands, a hard-to-replicate cold-chain network, and attractive valuation.
- Techtronic IndustriesJun 2026Techtronic Industries is building a sticky power-tool ecosystem led by Milwaukee and Ryobi with expanding professional end-markets.
- AccentureJun 2026Accenture is a scaled enterprise transformation partner with broad AI, cybersecurity, and mid-market growth opportunities.