Aristotle Atlantic’s Large Cap Growth Sold Datadog (DDOG) Following the Quarterly Earnings Release

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market experienced a modest decline in Q1 2025, with the S&P 500 Index falling 4.27%, while bonds showed stability with the Bloomberg U.S. Aggregate Bond Index rising 2.78%. In the first quarter, Aristotle Atlantic’s Large Cap Growth Strategy delivered -9.55% gross of fees (-9.68% net of fees), outperforming the Russell 1000 Growth Index’s -9.97% return. Security selection led the...