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
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