Broadcom (AVGO) Rose on Solid Q4 Results

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund posted a return of 6.92% net of fees compared to a 7.56% return for the S&P 500 Index. The fund’s underperformance in the quarter was primarily because of the security selection and allocation effects. Holdings in Health Care, Consumer Staples, and Industrials detracted from relative...