Aristotle Atlantic Core Equity Strategy’s Q1 2025 Investor Letter

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter. The S&P 500 Index fell 4.27% in the first quarter of 2025, marking a sluggish start to the year for the U.S. equities market. On the other hand, bonds offered a measure of stability, as the Bloomberg U.S. Aggregate Bond Index rose 2.78%. Aristotle Atlantic’s Core Equity strategy returned -5.90% gross of fees (-5.99% net of fees) in the quarter, underperforming the S&P 500 Index’s -4.27% total return. The relative underperformance was due to a mix of...