Aristotle
Aristotle Value Equity
Large-cap Value
Dec 2024 → Jun 2026
Our archive holds 6 letters from this strategy, behind 11 investment theses and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years — follow all of Aristotle for every strategy.
What it bought and sold
During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.
During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.
During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.
During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.
Also held
Its investment theses
- Edwards LifesciencesJun 2026Edwards Lifesciences is a structural heart device leader in TAVR and adjacent valve therapies, with high barriers to entry, innovation, and a large underpenetrated growth opportunity.
- AutodeskJun 2026Autodesk provides subscription-based design and modeling software, with industry-standard positioning, recurring revenue, pricing power, and attractive long-term growth and cash flow potential.
- Motorola SolutionsJun 2026Motorola Solutions provides mission-critical communications and security systems, with a deeply embedded public-safety installed base, platform expansion, and a mix shift toward software and recurring services supporting future cash flow.
- AlphabetJun 2026Alphabet operates Google and YouTube, and its resilient search, cloud, and video ecosystem plus durable competitive advantages support long-term value creation.
- TotalEnergies SEMar 2026TotalEnergies is a diversified energy major with accretive upstream projects, expanding LNG and renewables, and disciplined capital allocation supporting attractive free cash flow across cycles.
- Motorola Solutions, Inc.Mar 2026Motorola Solutions is a leader in mission-critical communications with dominant LMR positions, high switching costs, and a growing software and services mix that supports margin and free cash flow expansion.
- Parker Hannifin CorporationDec 2025Parker Hannifin Corporation benefits from aerospace strength, higher-margin aftermarket exposure via Meggitt integration, secular industrial tailwinds, and execution of its Win Strategy that drives margins and free cash flow.
- Ameriprise FinancialSep 2025Ameriprise Financial is currently facing short-term challenges due to equity volatility and institutional outflows, but strong client engagement and a strategic shift towards fee-based services position it well for future growth and shareholder returns.
- SynopsysSep 2025Synopsys is a leading electronic design automation company whose recent acquisition of ANSYS enhances its capabilities, positioning it for long-term growth in critical industries due to its strong market presence, high recurring revenue, and attractive valuation.
- Wells FargoSep 2025With its asset cap lifted and turnaround efforts bearing fruit, Wells Fargo is positioned for renewed balance sheet growth, operational efficiency, and robust shareholder returns—making it a compelling value play with multiple catalysts for long-term appreciation.