Aristotle Capital Value Equity Fund’s Q1 2026 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index fell by 0.05%. In terms of investment styles, the value outperformed growth. Macroeconomic conditions indicated a slowdown in growth while inflationary pressures persisted. Additionally, geopolitical events contributed to heightened volatility during this period. For the first quarter of 2026, the Aristotle Value Equity Fund (Class I-2) recorded a total return of -2.23%, underperforming the Russell 1000 Value Index’s return of 2.10% but outperforming the S&P 500 Index’s return of -4.33%. In this challenging environment, the firm remains focused on what it considers to be more assessable and sustainable: the long-term fundamentals of individual businesses. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

A copy of Aristotle Capital Value Equity Strategy’s Q1 2026 investor letter can be downloaded here.