Aristotle Value Equity Fund’s Q2 2026 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index’s 16.26% and the S&P 500’s 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure...