Aristotle Capital Small Cap Equity Strategy’s Q3 2024 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” third quarter 2024 investor letter. The third quarter showed substantial gains for small-cap stocks, with the Russell 2000 index providing a total return of 9.27%. In the third quarter, the fund delivered a return of 7.40% net of fees (7.57% gross of fees) underperforming the Russell 2000 Index’s 9.27% total return. Both security selection and allocation effects drove the underperformance of the strategy in the quarter. For more information on the fund’s best picks in 2024, please check its top five holdings.

A copy of Aristotle Capital Small Cap Equity Strategy’s Q3 2024 investor letter can be downloaded here.