GH - Aristotle Capital Focus Growth Q4 2023 Commentary

2024-02-25 10:40:00 ET

Summary

• Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.
• For the fourth quarter of 2023, Aristotle Atlantic’s Focus Growth Composite posted a total return of 15.02% gross of fees (14.99% net of fees), outperforming the 14.16% total return of the Russell 1000 Growth Index.
• We also expect a broadening of performance relative to the AI-focused returns in 2023.

Markets Review

The U.S. equity market rebounded, as the S&P 500 Index ( SP500 , SPX ) rose 11.69% during the period. Concurrently, the Bloomberg U.S. Aggregate Bond Index rallied, increasing 6.82% for the quarter. In terms of style, the Russell 1000 Value Index underperformed its growth counterpart by 4.66%....

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