Aristotle Capital Management's Q2 Fund Performance Lags Due to Limited Exposure to AI Infrastructure Spending Boom
The institution stated in its Q2 2026 investor letter that its value equity fund delivered a total return of 4.32% for the quarter, underperforming the Russell 1000 Value Index's gain of 13.87% and the S&P 500's return of 15.20%. The fund attributed the performance gap primarily to its limited exposure to the AI infrastructure spending boom. The letter also mentioned that as of August 27, its long-held Danaher (DHR) shares closed at $215.36, up 10.62% over the past month, but the fund holds higher conviction in the short-term return prospects of some AI stocks.
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