Aristotle Atlantic Core Equity Strategy’s Q3 2024 Investor Letter

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” third quarter 2024 investor letter. The U.S. equity market continued to climb to new record highs, with the S&P 500 Index increasing by 5.89% during this time. Ten of the eleven sectors in the S&P 500 Index experienced gains, with Utilities and Real Estate at the forefront. Conversely, Energy and Information Technology were the least successful sectors. Aristotle Atlantic’s Core Equity strategy returned 3.19% gross of fees (3.09% net of fees) in the quarter underperforming the S&P 500 Index’s 5.89% total return. The relative underperformance was due to security selection. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Aristotle Atlantic Core Equity Strategy’s Q3 2024 investor letter can be downloaded here.