Aristotle Capital’s Global Equity Strategy Sold PayPal Holdings (PYPL) for a More Compelling Opportunity

Aristotle Capital Management, LLC, an investment management firm, released its “Global Equity Strategy” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the global equity market surged, with the MSCI ACWI Index rising 11.53%. Aristotle Capital Global Equity Strategy returned 9.58% gross of fees (9.45% net of fees) in the second quarter, underperforming the MSCI ACWI Index’s 11.53% return and the MSCI World Index’s 11.47% return. Additionally, you can review the fund’s top 5 holdings to see its best picks for 2025.