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

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

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

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

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

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

Aug. 15—MITCHELL — A home shutout proved to be a good way for the Mitchell High School girls soccer team to start the season, as the Kernels dominated Huron for a 9-0 win on Friday afternoon at Joe Quintal Field.
Kernel senior Taryn Thomas finished with four goals and an ****** ist, as Mitchell scored six times in the first half to control the contest against the Tigers.
Thomas scored the first two goals of the game, including the first tally 62 seconds into the contest. Emilie Ellis and Bella Husmann each added goals to put the Kernels up 4-0 in the first 20 minutes of the contest and Thomas and Ellis each scored again in the final 10 minutes of the first half to set the intermission margin at 6-0.
Mitchell padded the lead in the second half, with a goal from Addi Hubbard and another from Katie Stahl. Thomas added fourth goal of the day with 27 minutes left, setting the final score at 9-0.
Malia Reitzel started in net for Mitchell and led the Kernels' defensive clean sheet. It was the sixth straight year that the Kernel girls have won their matchup with Huron via shutout.

#mitchell #contest #minutes

An in-state prospect from the same town of Michigan State's top rival has received some recruiting buzz from the Spartans.
Nathan Phillips of Ann Arbor, Mich. announced on Saturday that he intends to visit Michigan State this fall for a Spartans' game day visit. Per a social media post from Phillips, he will visit Michigan State on September 12 for Michigan State's home game against Eastern Michigan.
Phillips is listed as a three-star defensive lineman and/or edge rusher, according to his social media X account. He plays for Huron High School, and is listed at 6-foot-3 and 250 pounds.
According to his social media X account, Phillips has received interest from a number of big-time schools in the last month or two, including Michigan State, Wisconsin, Florida State, Army, Purdue, Cincinnati and Eastern Michigan. He is also expected to visit Cincinnati in September.
Michigan State has not yet offered this 2028 prospect, but don't be surprised if that follows in the coming months. He's clearly a junior prospect that is getting some national power four buzz and could be in line for an offer from the Spartans down the road.

#state #visit #Social #Media

PORT HURON — To help inform fans in the Blue Water Area, the Times Herald archive all of its high school football coverage for the 2026 MHSAA season here.
Conference standings and team statistics can be found at the bottom of the page. Be sure to bookmark this article, as it'll be updated regularly.
7-ON-7 SHOWDOWN: As season nears, Blue Water Area football teams 'feel the energy' in 7-on-7 scrimmages
SCHEDULES: Every Blue Water Area team's 2026 schedule
Aug. 10: Teams can start practicing.

#blue #port #herald

More than 200 sailboats will leave Port Huron in a race to Mackinac Island July 18, marking the 102 annual Bayview Mackinac Race.
More than a century ago, on July 25, 1925, only a dozen sailboats took on the inaugural race, with only six making it across the finish line due to high seas, strong winds and broken equipment.
The first race was won by Bayview Yacht Club's Bernida, finishing the 261-mile race in 49 hours and 50 minutes, the Times Herald reported on July 28, 1925.
Commodore Brian Geraghty, Bayview Yacht Club's historian, told the Times Herald in 2019 — prior to the 95th running — the idea for the races started after a crew from the Detroit-based yacht club went out east to Rhode Island in 1924.
They chartered a schooner named Lloyd W. Berry and won a 731 miles race from Newport, Rhode Island to Bermuda.

Kim Zimmerman of Aberdeen Central is one of five coaches being honored as 2026 Springs Sports Coaches of the Year by the South Dakota High School Coaches ***** ociation.
Each year, the SDHSCA honors coaches who exemplify excellence both on and off the field of play. These individuals have demonstrated exceptional leadership, fostered positive team cultures and made lasting impacts on their athletes, schools and communities. Their achievements extend beyond wins and championships, reflecting the values of sportsmanship, integrity, leadership, and mentorship that define educational athletics.
Zimmerman guided the Golden Eagles to their second-straight state Class AA championship in early June at Cattail Crossing Golf Course in Watertown.
Other spring 2026 honorees are:
Boys Tennis — Tim Hedblom, Huron. Hedblom guided the Tigers to a fourth-place finish in the state Class A tournament.

Drivers from Western Australia, North Dakota and Nebraska won sprint specials over the weekend at Brown County Speedway in Aberdeen, Dakota State Fair Speedway in Huron and Casino Speedway in Watertown.
A number of sprint cars were part of the Midwest Sprint Touring Series and Northern Outlaw Sprint **** ociation scheduled events.
Feature winners included Dayne Kingshott of Bunbury, Western Australia on Friday, June 26 at Aberdeen; Mark Dobmeier of Grand Forks, ND on Saturday, June 27 at Huron; and Jack Dover of Springfield, NE on Sunday, June 28 at Watertown.
Here's more of area stock car racing programs from the past week (for complete results, visit myracepass.com):
WATERTOWN — Maria Broksieck of Goodwin (street stocks) and Tony Croninger of Watertown (Gen X late models) each won their first features of the season on a night when Dover won the biggest prize.

PWHL Detroit won’t have to worry if their second pick of the 2026 PWHL Draft knows her way to Little Caesars Arena, where the team will take the ice this winter for its inaugural season.
Detroit stayed close to home in taking Port Huron native Casey Borgiel, a defender from Colgate, with the No. 22 overall pick in the draft at the Fox Theater on Wednesday, June 17.
Borgiel demonstrated her knowledge of metro Detroit when asked on the PWHL YouTube channel about her route to LCA.
FOLLOW ALONG: PWHL Draft TV channel, live updates and tracking every pick
“I mean, I've gotten to Red Wings games in Little Caesars Arena,” Borgiel said. “I used to play hockey there in the practice facility, so this is unbelievable.

PWHL Detroit won’t have to worry if their second pick of the 2026 PWHL Draft knows her way to Little Caesars Arena, where the team will take the ice this winter for its inaugural season.
Detroit stayed close to home in taking Port Huron native Casey Borgiel, a defender from Colgate, with the No. 22 overall pick in the draft at the Fox Theater on Wednesday, June 17.
Borgiel demonstrated her knowledge of metro Detroit when asked on the PWHL YouTube channel about her route to LCA.
FOLLOW ALONG: PWHL Draft TV channel, live updates and tracking every pick
“I mean, I've gotten to Red Wings games in Little Caesars Arena,” Borgiel said. “I used to play hockey there in the practice facility, so this is unbelievable.

YPSILANTI – Mason defeated Farmington Hills Mercy 2-0 in a Division 2 regional semifinal on June 2, sending the Bulldogs (11-4-4) to the regional final against New Boston Huron.
They grabbed the lead late in the first half and kept the Marlins (6-10-2) at bay in the second. Senior goalkeeper Paige Foster recorded the shutout.
“She has 11 shutouts now,” Mason coach Christie Hursey said. “When we practice, we give her all the confidence, [and] we build her up. She’s done very well for us all year, and she controls it back there. The coaches believe in her, the players believe in her, and it’s a team sport out here. She does play her role very well.”
Both teams traded scoring chances throughout the first half, but neither could capitalize until the 30th minute.
Lexi Haynie scored after a series of Mason shots finally broke through, giving the Bulldogs a 1-0 lead they carried into halftime.

Green Fireball Explodes Above Great Lakes

A week ago, a bright green fireball shot across the sky above the Great Lakes in Michigan. At around 5:30 am, witnesses across Michigan, Ohio, Wisconsin and Indiana saw the meteor leave a vivid green streak until Lake Huron, where it exploded.
More than 40 individuals logged eyewitness reports with NASA and captured images of the eerie meteor. At the time, many were unsure of what they were actually seeing, but scientists at NASA and the American Meteorological Society have confirmed that this was a fragment of a comet hurtling at roughly 160,000kp