Aristotle Capital Management reported portfolio changes in Q3 2026, exiting positions in Essential Utilities and Knowles due to share price gains reducing upside potential. They favor Bentley Systems for its strong cash flow and competitive advantages, and U.S. Physical Therapy for growth driven by aging populations and market consolidation. The fund's Small/Mid Cap Equity WM Composite returned -4.53% net in the quarter. These moves reflect a strategy to redeploy capital into higher conviction opportunities amid changing market conditions.
The Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio posted a net return of -4.53% in the quarter, providing context for readers. For those tracking the Health sector, here is Pluang's market snapshot as of Oct 23, 2026 17:11 WIB: out of 150 priced US Health stocks, 51 rose and 90 fell. Notable movers include ADPT at USD 24.84 with a 1-day change of +1.76% and 100% buy order activity, AZN at USD 170.03 with a 1-day change of -1.47% and 78% sell order activity, and IBRX at USD 8.19 with a 1-day change of -1.44%.
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