Aristotle
Aristotle Value Equity
Large-cap Value
Dec 2024 → Jun 2026
Our archive holds 6 letters from this strategy, behind 12 investment theses and positions in 7 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.
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.
- QualcommJun 2026Qualcomm is broadening beyond handsets into connected computing, with automotive, IoT, AI PCs, and edge computing diversification supporting long-term free cash flow.
- 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.