1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this ******* et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Huron Consulting Group Inc. (NASDAQ:HURN). Huron Consulting Group Inc. (NASDAQ:HURN) provides consulting and managed services focused on healthcare, education, technology, and business transformation. The one-month return of Huron Consulting Group Inc. (NASDAQ:HURN) was 47.82% while its shares traded between $84.88 and $186.78 over the last 52 weeks. On August 19, 2026, Huron Consulting Group Inc. (NASDAQ:HURN) stock closed at approximately $158.98 per share, with a market capitalization of about $2.57 billion.
Aristotle Small Cap Equity Fund stated the following regarding Huron Consulting Group Inc. (NASDAQ:HURN) in its Q2 2026 investor letter:
Huron Consulting Group Inc. (NASDAQ:HURN) is a provider of technology, data and ******* ytics solutions to healthcare, education and corporate clients. The stock reported strong results and handily beat ******* yst expectations. Despite that, shares sold off amid market sentiment around artificial intelligence potentially cannibalizing their business model, which we believe is overly pessimistic. We maintain a position, as we believe the company may continue to benefit from durable demand, expanding margins and secular growth tied to digital and regulatory complexity in their end markets over the long term.
#huron #fund #aristotle
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Huron Consulting Group Inc. (NASDAQ:HURN). Huron Consulting Group Inc. (NASDAQ:HURN) provides consulting and managed services focused on healthcare, education, technology, and business transformation. The one-month return of Huron Consulting Group Inc. (NASDAQ:HURN) was 47.82% while its shares traded between $84.88 and $186.78 over the last 52 weeks. On August 19, 2026, Huron Consulting Group Inc. (NASDAQ:HURN) stock closed at approximately $158.98 per share, with a market capitalization of about $2.57 billion.
Aristotle Small Cap Equity Fund stated the following regarding Huron Consulting Group Inc. (NASDAQ:HURN) in its Q2 2026 investor letter:
Huron Consulting Group Inc. (NASDAQ:HURN) is a provider of technology, data and ******* ytics solutions to healthcare, education and corporate clients. The stock reported strong results and handily beat ******* yst expectations. Despite that, shares sold off amid market sentiment around artificial intelligence potentially cannibalizing their business model, which we believe is overly pessimistic. We maintain a position, as we believe the company may continue to benefit from durable demand, expanding margins and secular growth tied to digital and regulatory complexity in their end markets over the long term.
#huron #fund #aristotle
1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this ******* et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like The Interpublic Group of Companies, Inc. (NYSE:IPG). The Interpublic Group of Companies, Inc. (NYSE:IPG) is a global marketing and advertising company providing media, communications, data, and creative services. The one-month return of The Interpublic Group of Companies, Inc. (NYSE:IPG) was 13.43% while its shares traded between $3.24 and $6.51 over the last 52 weeks. On August 19, 2026, The Interpublic Group of Companies, Inc. (NYSE:IPG) stock closed at approximately $76.57 per share, with a market capitalization of about $3.18 billion.
Aristotle Small Cap Equity Fund stated the following regarding The Interpublic Group of Companies, Inc. (NYSE:IPG) in its Q2 2026 investor letter:
The Interpublic Group of Companies, Inc. (NYSE:IPG) is a global leader in high power fiber laser technology, providing mission critical laser systems used in industrial manufacturing, semiconductor fabrication, electric vehicle production, and medical applications. The company benefits from a vertically integrated business model, strong intellectual property, and technological leadership that support durable competitive advantages. The stock is well positioned to benefit from a recovery in manufacturing activity and secular growth trends including factory automation, reshoring, electrification, semiconductor investment, and advanced manufacturing, sup
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like The Interpublic Group of Companies, Inc. (NYSE:IPG). The Interpublic Group of Companies, Inc. (NYSE:IPG) is a global marketing and advertising company providing media, communications, data, and creative services. The one-month return of The Interpublic Group of Companies, Inc. (NYSE:IPG) was 13.43% while its shares traded between $3.24 and $6.51 over the last 52 weeks. On August 19, 2026, The Interpublic Group of Companies, Inc. (NYSE:IPG) stock closed at approximately $76.57 per share, with a market capitalization of about $3.18 billion.
Aristotle Small Cap Equity Fund stated the following regarding The Interpublic Group of Companies, Inc. (NYSE:IPG) in its Q2 2026 investor letter:
The Interpublic Group of Companies, Inc. (NYSE:IPG) is a global leader in high power fiber laser technology, providing mission critical laser systems used in industrial manufacturing, semiconductor fabrication, electric vehicle production, and medical applications. The company benefits from a vertically integrated business model, strong intellectual property, and technological leadership that support durable competitive advantages. The stock is well positioned to benefit from a recovery in manufacturing activity and secular growth trends including factory automation, reshoring, electrification, semiconductor investment, and advanced manufacturing, sup
1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this **** et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like UMB Financial Corporation (NYSE:UMBF). UMB Financial Corporation (NYSE:UMBF) operates a diversified banking business serving commercial, institutional, and personal customers across the United States. The one-month return of UMB Financial Corporation (NYSE:UMBF) was 5.14% while its shares traded between $103.38 and $153.32 over the last 52 weeks. On August 19, 2026, UMB Financial Corporation (NYSE:UMBF) stock closed at approximately $146.10 per share, with a market capitalization of about $11.11 billion.
Aristotle Small Cap Equity Fund stated the following regarding UMB Financial Corporation (NYSE:UMBF) in its Q2 2026 investor letter:
UMB Financial Corporation (NYSE:UMBF) is a regional bank with a diversified business model spanning commercial banking, institutional **** et servicing, private wealth management, healthcare payments, and specialty financial services. Unlike many regional banks, UMB generates a meaningful portion of its revenue from fee-based businesses, providing a more stable earnings profile and reducing reliance on net interest income. The company has consistently demonstrated disciplined underwriting, strong credit quality, and a conservative balance sheet, positioning it to perform across economic cycles. We believe UMB is well positioned to benefit from improving loan growth, expanding fee income, and continued
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like UMB Financial Corporation (NYSE:UMBF). UMB Financial Corporation (NYSE:UMBF) operates a diversified banking business serving commercial, institutional, and personal customers across the United States. The one-month return of UMB Financial Corporation (NYSE:UMBF) was 5.14% while its shares traded between $103.38 and $153.32 over the last 52 weeks. On August 19, 2026, UMB Financial Corporation (NYSE:UMBF) stock closed at approximately $146.10 per share, with a market capitalization of about $11.11 billion.
Aristotle Small Cap Equity Fund stated the following regarding UMB Financial Corporation (NYSE:UMBF) in its Q2 2026 investor letter:
UMB Financial Corporation (NYSE:UMBF) is a regional bank with a diversified business model spanning commercial banking, institutional **** et servicing, private wealth management, healthcare payments, and specialty financial services. Unlike many regional banks, UMB generates a meaningful portion of its revenue from fee-based businesses, providing a more stable earnings profile and reducing reliance on net interest income. The company has consistently demonstrated disciplined underwriting, strong credit quality, and a conservative balance sheet, positioning it to perform across economic cycles. We believe UMB is well positioned to benefit from improving loan growth, expanding fee income, and continued
1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this ***** et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Americold Realty Trust, Inc. (NYSE:COLD). Americold Realty Trust, Inc. (NYSE:COLD) owns and operates temperature-controlled warehouses and provides cold-chain logistics services for the global food supply chain. The one-month return of Americold Realty Trust, Inc. (NYSE:COLD) was 7.38% while its shares traded between $10.10 and $16.88 over the last 52 weeks. On August 19, 2026, Americold Realty Trust, Inc. (NYSE:COLD) stock closed at approximately $15.08 per share, with a market capitalization of about $4.35 billion.
Aristotle Small Cap Equity Fund stated the following regarding Americold Realty Trust, Inc. (NYSE:COLD) in its Q2 2026 investor letter:
Americold Realty Trust, Inc. (NYSE:COLD) is a real estate investment trust focused on the ownership, operation, development and acquisition of temperature-controlled warehouses. The position was liquidated due to deteriorating fundamentals.
#trust #americold #NYSE #fund
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Americold Realty Trust, Inc. (NYSE:COLD). Americold Realty Trust, Inc. (NYSE:COLD) owns and operates temperature-controlled warehouses and provides cold-chain logistics services for the global food supply chain. The one-month return of Americold Realty Trust, Inc. (NYSE:COLD) was 7.38% while its shares traded between $10.10 and $16.88 over the last 52 weeks. On August 19, 2026, Americold Realty Trust, Inc. (NYSE:COLD) stock closed at approximately $15.08 per share, with a market capitalization of about $4.35 billion.
Aristotle Small Cap Equity Fund stated the following regarding Americold Realty Trust, Inc. (NYSE:COLD) in its Q2 2026 investor letter:
Americold Realty Trust, Inc. (NYSE:COLD) is a real estate investment trust focused on the ownership, operation, development and acquisition of temperature-controlled warehouses. The position was liquidated due to deteriorating fundamentals.
#trust #americold #NYSE #fund
1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this ***** et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Byline Bancorp, Inc. (NYSE:BY). Byline Bancorp, Inc. (NYSE:BY) operates Byline Bank, providing commercial, small-business, real estate, and personal banking services. The one-month return of Byline Bancorp, Inc. (NYSE:BY) was 0.90% while its shares traded between $25.570 and $40.03 over the last 52 weeks. On August 19, 2026, Byline Bancorp, Inc. (NYSE:BY) stock closed at approximately $38.13 per share, with a market capitalization of about $1.72 billion.
Aristotle Small Cap Equity Fund stated the following regarding Byline Bancorp, Inc. (NYSE:BY) in its Q2 2026 investor letter:
Byline Bancorp, Inc. (NYSE:BY) is a full-service commercial bank offering a broad range of products and services to small- and medium-sized businesses, commercial real estate and consumers. The position was sold as the stock appreciated and reached our valuation target, reducing the risk/reward opportunity. Proceeds were redeployed into what we view as more attractive investment opportunities.
#bancorp #NYSE #Equity
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Byline Bancorp, Inc. (NYSE:BY). Byline Bancorp, Inc. (NYSE:BY) operates Byline Bank, providing commercial, small-business, real estate, and personal banking services. The one-month return of Byline Bancorp, Inc. (NYSE:BY) was 0.90% while its shares traded between $25.570 and $40.03 over the last 52 weeks. On August 19, 2026, Byline Bancorp, Inc. (NYSE:BY) stock closed at approximately $38.13 per share, with a market capitalization of about $1.72 billion.
Aristotle Small Cap Equity Fund stated the following regarding Byline Bancorp, Inc. (NYSE:BY) in its Q2 2026 investor letter:
Byline Bancorp, Inc. (NYSE:BY) is a full-service commercial bank offering a broad range of products and services to small- and medium-sized businesses, commercial real estate and consumers. The position was sold as the stock appreciated and reached our valuation target, reducing the risk/reward opportunity. Proceeds were redeployed into what we view as more attractive investment opportunities.
#bancorp #NYSE #Equity
1 hr. ago
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index's 21.49% gain as security selection in information technology and industrials weighed on performance despite positive allocation effects. Top contributors included MACOM Technology Solutions and Mercury Systems, which benefited from strong demand in semiconductor, aerospace, and defense markets, while Alamos Gold and Huron Consulting Group detracted due to operational challenges, weaker gold prices, and investor concerns surrounding artificial intelligence disruption. During the quarter, the fund initiated positions in IPG Photonics and UMB Financial, citing opportunities tied to advanced manufacturing, automation, reshoring trends, and diversified financial services, while exiting Americold Realty Trust, Byline Bancorp, and Verra Mobility. Looking ahead, management remains constructive on U.S. small-cap equities, noting that valuations remain attractive relative to large caps and that earnings growth is expected to accelerate into late 2026 and 2027. Factors such as increased merger and acquisition activity, improving domestic manufacturing due to reshoring and infrastructure investments, and a favorable regulatory environment are expected to support this ******* et class in the long term. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Verra Mobility Corporation (NASDAQ:VRRM). Verra Mobility Corporation (NASDAQ:VRRM) provides smart mobility technology and transportation solutions for commercial fleets, government programs, and parking management. The one-month return of Verra Mobility Corporation (NASDAQ:VRRM) was 19.62% while its shares traded between $3.4000 and $25.56500 over the last 52 weeks. On August 19, 2026, Verra Mobility Corporation (NASDAQ:VRRM) stock closed at approximately $4.500 per share, with a market capitalization of about $709.74 million.
Aristotle Small Cap Equity Fund stated the following regarding Verra Mobility Corporation (NASDAQ:VRRM) in its Q2 2026 investor letter:
Verra Mobility Corporation (NASDAQ:VRRM) is a provider of automated enforcement, tolling and parking technologies and solutions. We exited the position after the loss of a significant customer contract materially changed our investment thesis, reducing confidence in the company's long-term earnings and growth outlook. The proceeds were redeployed into higher-conviction opportunities.
#vrrm
In its second-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted stocks like Verra Mobility Corporation (NASDAQ:VRRM). Verra Mobility Corporation (NASDAQ:VRRM) provides smart mobility technology and transportation solutions for commercial fleets, government programs, and parking management. The one-month return of Verra Mobility Corporation (NASDAQ:VRRM) was 19.62% while its shares traded between $3.4000 and $25.56500 over the last 52 weeks. On August 19, 2026, Verra Mobility Corporation (NASDAQ:VRRM) stock closed at approximately $4.500 per share, with a market capitalization of about $709.74 million.
Aristotle Small Cap Equity Fund stated the following regarding Verra Mobility Corporation (NASDAQ:VRRM) in its Q2 2026 investor letter:
Verra Mobility Corporation (NASDAQ:VRRM) is a provider of automated enforcement, tolling and parking technologies and solutions. We exited the position after the loss of a significant customer contract materially changed our investment thesis, reducing confidence in the company's long-term earnings and growth outlook. The proceeds were redeployed into higher-conviction opportunities.
#vrrm
22 days ago
Bestselling Texas author Benjamin Alire Sáenz died on Tuesday, July 28, his publisher confirmed to PEOPLE
Sáenz is best known for penning Aristotle and Dante Discover the Secrets of the Universe, Calendar of Dust and Everything Begins and Ends at the Kentucky Club
His final novel, When the World Was Happy, will be released posthumously on Sept. 29
Author Benjamin Alire Sáenz, best known for writing Aristotle and Dante Discover the Secrets of the Universe and Everything Begins and Ends at the Kentucky Club, has died.
Sáenz's publisher Simon & Schuster confirmed to PEOPLE that the Mexican-American author died on Tuesday, July 28. According to El Paso Matters, Sáenz had a "lengthy illness" prior to his death.
#died #people
Sáenz is best known for penning Aristotle and Dante Discover the Secrets of the Universe, Calendar of Dust and Everything Begins and Ends at the Kentucky Club
His final novel, When the World Was Happy, will be released posthumously on Sept. 29
Author Benjamin Alire Sáenz, best known for writing Aristotle and Dante Discover the Secrets of the Universe and Everything Begins and Ends at the Kentucky Club, has died.
Sáenz's publisher Simon & Schuster confirmed to PEOPLE that the Mexican-American author died on Tuesday, July 28. According to El Paso Matters, Sáenz had a "lengthy illness" prior to his death.
#died #people
