Aristotle
Aristotle Value Equity Wealth Management Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 4 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.
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
- QualcommJun 2026Qualcomm is diversifying beyond handsets into connected computing, with automotive, IoT and edge AI growth supporting long-term free cash flow.
- Atmos EnergyJun 2026Atmos Energy is a regulated natural gas utility supported by a strong balance sheet, constructive regulation and attractive returns on invested capital.
- 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.