Here’s Why the Fund Exits Dolby Laboratories (DLB)

Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets rose sharply in the second quarter of 2026, with the MSCI ACWI Index gaining 14.93% and growth stocks outperforming value. Asia/Pacific ex-Japan and North America led gains, particularly in AI-related technology, industrials, and financials, while energy, materials, and utilities were the worst...