MACOM Technology Solutions (MTSI) Delivered Record Revenue and Profitability in Q1

Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong performance in the first quarter amid macroeconomic and geopolitical volatility, outpacing large-cap stocks. Improving earnings, attractive relative valuations, and a focus on domestic sectors supported the small caps in the quarter. In this backdrop, the Aristotle...