Aristotle Capital Value Equity Composite Q1 2025 Commentary
Source: SeekingAlpha
2025-04-11 02:05:00 ET
Summary
- The U.S. equity market saw a modest decline in Q1 2025, with the S&P 500 down 4.27%, while bonds provided stability, rising 2.78%.
- Aristotle Capital’s Value Equity Composite returned 0.78% gross of fees, underperforming the Russell 1000 Value Index but outperforming the S&P 500 Index.
- Key portfolio changes included selling Honeywell, Michelin, and Millrose Properties, and investing in Air Products and Chemicals and Alphabet.
- Focus remains on high-quality companies with resilience across market cycles, avoiding short-term speculation and emphasizing long-term intrinsic value.
Markets Review
| Sources: CAPS CompositeHub TM , Bloomberg Past performance is not indicative of future results. Aristotle Value Equity Composite returns are presented gross and net of investment advisory fees and include the reinvestment of all income. Gross returns will be reduced by fees and other expenses that may be incurred in the management of the account. Net returns are presented net of actual investment advisory fees and after the deduction of all trading expenses. Aristotle Capital Composite returns are preliminary pending final account reconciliation. Please see important disclosures at the end of this document. |
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Aristotle Capital Value Equity Composite Q1 2025 Commentary
Mitsubishi UFJ Financial Group, Inc.
NASDAQ: MBFJF
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