Here’s Why Cameco Corporation (CCJ) Outperformed in Q2

Aristotle Capital Management, LLC, an investment advisor, released its “International Equity Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, Aristotle Capital’s International Equity strategy returned 4.99% gross of fees (4.87% net of fees), outperforming the MSCI EAFE Index’s 2.95% return and MSCI ACWI ex USA Index’s 2.44% return. The portfolio’s outperformance in comparison to the Index can be traced mostly to...