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

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” fourth quarter 2024 investor letter. The volatility that was seen in 2024 persisted into the fourth quarter. SMID caps reported modest gains in the fourth quarter, with the Russell 2500 index yielding a total return of 0.62% and a year-to-date total return of 11.99%. In the fourth quarter, the fund delivered a return of -0.45% net of fees (-0.37% gross of fees) underperforming the Russell 2500 Index’s 0.62% 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/Mid Cap Equity Strategy’s Q4 2024 investor letter can be downloaded here.