Aristotle Capital Global Equity Strategy’s Q4 2023 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” fourth quarter 2023 investor letter. In the fourth quarter, the strategy returned 11.99% gross of fees (11.90% net of fees) outperforming the MSCI World Index’s 11.42% return and the MSCI ACWI Index’s 11.03% return. From a sector standpoint, allocation effects had a negative influence, while security selection was responsible for the portfolio’s outperformance in comparison to the MSCI World Index. Similarly, the portfolio outperformed the MSCI World Index regionally due to security selection, with allocation impacts having the opposite effect. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of Aristotle Capital Global Equity Strategy’s Q4 2023 investor letter can be downloaded here.