Aristotle Atlantic Partners, LLC, an investment advisory firm, has released its investor letter detailing the performance of its ‘Large Cap Growth Strategy’ for the first quarter of 2025. According to the report, the U.S. equity market experienced a modest downturn during the quarter, with the S&P 500 Index declining by 4.27%.
Despite the pullback in equities, bond markets demonstrated increased stability, as evidenced by the performance of the Bloomberg U.S. Aggregate Bond Index. The firm’s letter provides insights into key contributors and detractors from the strategy’s performance, as well as adjustments made in portfolio composition in response to evolving market conditions.
Investors can review the full letter for a detailed analysis of the strategy’s performance and market outlook moving forward.
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