Aristotle
Aristotle Value Equity Wealth Management Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Aristotle for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Value Equity WM Composite (Net %)
Calendar years
- 2025+5.7%index +15.9%
- 2024+17.8%index +14.4%
- 2023−16.5%index +11.5%
- 2022+23.7%index −7.5%
- 2021+13.6%index +25.2%
- 2020+30.1%index +2.8%
- 2019−10.2%index +26.5%
- 2018+19.8%index −8.3%
- 2017+15.7%index +13.7%
- 2016+1.7%index +17.3%
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
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
- AutodeskJun 2026Autodesk appears attractively valued, with expected double-digit growth, strong margins, pricing power and catalysts from BIM adoption and monetization initiatives.
- Edwards LifesciencesJun 2026Edwards Lifesciences offers upside from further TAVR expansion, newer mitral/tricuspid therapies and adjacent cardiovascular growth opportunities.