Aristotle Atlantic Focus Growth Strategy’s Q4 2024 Investor Letter

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter. The U.S. equity market finished the year strongly, with the S&P 500 Index rising 2.41% in Q4. The Bloomberg U.S. Aggregate Bond Index, on the other hand, fell 3.06% during the quarter. Aristotle Atlantic’s Focus Growth strategy returned 5.05% gross of fees (5.03% net of fees) in the quarter underperforming the Russell 1000 Growth Index’s 7.07% total return. A combination of allocation effects and security selection drove the underperformance of the portfolio in the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Aristotle Atlantic Focus Growth Strategy’s Q4 2024 investor letter can be downloaded here.