Aristotle Capital Value Equity Strategy’s Q3 2025 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 investor letter. The US equity market continued its rally in the third quarter, with the S&P 500 Index rising 8.12% during the quarter. Bonds also finished higher in the quarter, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The composite returned 4.33% gross of fees (3.82% net of fees) in the third quarter, compared to a 5.33% return of the Russell 1000 Value Index and an 8.12% return of the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of Aristotle Capital Value Equity Strategy’s Q3 2025 investor letter can be downloaded here.