Aristotle Small Cap Equity Fund’s Q1 2026 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. U.S. small-cap equities delivered strong performance in the first quarter amid macroeconomic and geopolitical volatility, outpacing large-cap stocks. Improving earnings, attractive relative valuations, and a focus on domestic sectors supported the small caps in the quarter. In this backdrop, the Aristotle Small Cap Equity Fund (Class I-2) delivered a total return of 1.50% in the quarter, outperforming the Russell 2000 Index’s 0.89% return. The performance was supported by security selection in the information technology and financials sectors, along with underweight allocations to healthcare and industrials. The fund remains optimistic about the long-term outlook for U.S. small-cap equities. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026.

A copy of Aristotle Small Cap Equity Fund’s Q1 2026 investor letter is available to download here.

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