Aristotle Capital Small Cap Equity Strategy’s Q1 2025 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter. The volatility observed in 2024 continued into the first quarter of 2025. The Russell 2000 Index experienced volatility in Q1 2025, losing -9.48% after a strong 2024. Due to uncertainty, geopolitical tensions, and a longer rate environment, February and March were challenging. In the first quarter, the strategy delivered a return of -7.34% net of fees (-7.20% gross of fees), outperforming the Russell 2000 Index’s -9.48% total return. For more information on the fund’s best picks in 2025, please check its top five holdings.

A copy of Aristotle Capital Small Cap Equity Strategy’s Q1 2025 investor letter can be downloaded here.