Aristotle Capital Value Equity Strategy’s Q4 2024 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. The U.S. equity market finished the year strongly with the S&P 500 Index increasing 2.41% during the quarter. Conversely, the Bloomberg U.S. Aggregate Bond Index experienced a decrease, dropping 3.06% during the quarter. The composite returned -4.09% gross of fees (-4.14% net of fees) in the fourth quarter underperforming the -1.98% return of the Russell 1000 Value Index and 2.41% return of the S&P 500 Index. Security selection led the composite to underperform in the quarter relative to the index, while allocation had a slight negative impact. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Aristotle Capital Value Equity Strategy’s Q4 2024 investor letter can be downloaded here.