Turtle Creek Asset Management’s Q1 2022 Investor Letter

Turtle Creek Asset Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. For the first quarter of 2022, Aristotle Atlantic’s Large Cap Growth Composite posted a total return of -9.61% gross of fees (9.72% net of fees), underperforming the -9.04% total return of the Russell 1000 Growth Index. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.