Aristotle
Aristotle Value Equity
Large-cap Value
Dec 2024 → Sep 2026
Our archive holds 7 letters from this strategy, behind 16 investment theses and positions in 38 companies. Every quote below is copied verbatim from the letter it came from.
7 letters in 3 years · follow all of Aristotle for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+2.3%index +19.3%
- 1Y+3.7%index +23.8%
- 3Y · /yr+11.9%index +20.1%
- 5Y · /yr+6.2%index +11.9%
- 10Y · /yr+10.9%index +11.4%
- Inception · /yr+11.6%index +11.8%
Index: Russell 1000 Value Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Aristotle Value Equity | +2.3% | +3.7% | +11.9% | +6.2% | +10.9% | +11.6% |
| Russell 1000 Value Index | +19.3% | +23.8% | +20.1% | +11.9% | +11.4% | +11.8% |
Calendar years
- 2025+11.3%index +15.9%
- 2024+7.7%index +14.4%
- 2023+20.0%index +11.5%
- 2022−15.0%index −7.5%
- 2021+25.3%index +25.2%
- 2020+14.7%index +2.8%
- 2019+32.9%index +26.5%
- 2018−8.7%index −8.3%
- 2017+22.1%index +13.7%
- 2016+17.0%index +17.3%
Since inception: Since Inception (11/1/2010)
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
Relative Detractors Mitsubishi UFJ Financial Martin Marietta Materials Amgen Microchip Technology Sony Corteva Chevron Carrier Global TotalEnergies Microsoft
During the quarter, we sold our position in Oshkosh and purchased Carrier Global.
During the quarter, we sold our position in Oshkosh and purchased Carrier Global.
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
- Martin Marietta MaterialsSep 2026Martin Marietta Materials is a leading aggregates and building materials supplier whose advantaged reserves, pricing discipline and higher-margin mix should support long-term earnings and cash flow growth.
- Microchip TechnologySep 2026Microchip Technology is a microcontroller and analog semiconductor producer with broad products, sticky customer relationships and long product cycles that should benefit from demand recovery and long-term growth markets.
- AmgenSep 2026Amgen is a biopharmaceutical company whose broad portfolio, biosimilars capabilities and global scale support pipeline-driven growth and long-term value creation.
- ChevronSep 2026Chevron is an integrated energy company whose low-cost growth, capital efficiency and operating discipline should drive higher returns and free cash flow.
- Carrier Global CorporationSep 2026Carrier Global is a focused HVAC leader with strong brands, broad technology and geographic reach, and secular demand tailwinds from air-conditioning penetration and electrification.
- 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.