Aristotle Capital Small/Mid Cap Equity Strategy’s Q4 2023 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” fourth quarter 2023 investor letter. In the fourth quarter, the fund delivered a return of 9.52% net of fees (9.67% gross of fees) trailing the Russell 2500 Index’s 13.35% total return. Both security selection and allocation effects drove the underperformance of the strategy in the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of the investor letter can be downloaded here.