Aristotle Capital Boston Small Cap Equity Strategy’s Q4 2022 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund delivered a return of 12.12% net of fees, outperforming the 6.23% return of the Russell 2000 Index. Security selection contributed to the outperformance of the strategy in the quarter. Furthermore, the strategy benefitted from overweight allocation in Industrials and underweight exposure in Communication Services. For the calendar year, the strategy generated a ‐10.13% net of fees return compared to the Russell 2000 Index’s ‐20.44% return. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.