Aristotle Capital Small Cap Equity Strategy’s Q4 2024 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter. The volatility that was seen in 2024 persisted into the fourth quarter. From style perspective, value companies underperformed their growth counterparts during the quarter, with the Russell 2000 Value Index returning -1.06% while the Russell 2000 Growth Index returned 1.70%. In the fourth quarter, the strategy delivered a return of -0.46% net of fees (-0.31% gross of fees) underperforming the Russell 2000 Index’s 0.33% total return. Security selection 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 Q4 2024 investor letter can be downloaded here.