Aristotle Core Equity Fund’s Q4 2025 Investor Letter

Aristotle Funds, an investment advisor, released its “Core Equity Fund” fourth-quarter 2025 investor letter. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top-performing sectors, while utilities, real estate, and materials lagged. The U.S. economy showed resilience. However, consumer confidence deteriorated toward year-end, raising concerns about future spending and the labor market. The Federal Reserve took a cautious approach due to mixed economic signals and uncertainty around data. Artificial intelligence remained a significant theme of the market. In this environment, the Aristotle Core Equity Fund (Class I-2) returned 3.15% in the quarter compared to the S&P 500 Index’s 2.66% return. Both allocation effects and security selection contributed to the outperformance of the Fund in the quarter. In addition, please check the Fund’s top five holdings to know its best picks in 2025.

A copy of Aristotle Core Equity Fund’s Q4 2025 investor letter can be downloaded here.