Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense...
