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Delayed AI Software Rollout and Tariff Related Uncertainty Put Pressure on Apple (AAPL)

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market regained its strength following an early volatility, with the S&P 500 Index rising 10.94% during the period. In this environment, Aristotle Atlantic’s Large Cap Growth Strategy delivered -18.63% gross of fees (18.45% net of fees), outperforming the Russell 1000 Growth Index’s17.84% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its...