Aristotle Atlantic Focus Growth Strategy’s Q1 2023 Investor Letter

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, Aristotle Atlantic’s Focus Growth strategy returned 13.05% (net) underperforming the Russell 1000 Growth Index’s return of 14.37%. Allocation effects led the portfolio to underperform in the quarter relative to its benchmark, while security selection modestly contributed. Security selection in Information Technology, Financials, and Health Care contributed to the relative performance of the strategy in the quarter, while holdings in Consumer Discretionary and Consumer Staples, as well as overweight exposure in Health Care, detracted. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.