Aristotle Atlantic Partners: “Shares of Thermo Fisher (TMO) Were Weak During Q2 2023”

Aristotle Atlantic Partners, an investment management firm, released its “Aristotle Atlantic Large Cap Growth Fund” second quarter 2023 investor letter, a copy of which can be downloaded here. For the second quarter of 2023, Aristotle Atlantic’s Large Cap Growth Composite posted a total return of 13.28% gross of fees (13.19% net of fees), outperforming the 12.81% return of the Russell 1000 Growth Index. Spare some time to check the fund’s top 5 holdings to know more about their top bets...