The fund outperformed the Russell 2000 Index with a 1.50% return, citing NVST as a key addition for growth potential.
Aristotle Capital Boston’s Small Cap Equity Fund reported a 1.50% total return in Q1 2026, surpassing the Russell 2000 Index’s 0.89% gain. The fund attributed its performance to strong security selection in information technology and financials, alongside underweight positions in healthcare and industrials.
U.S. small-cap equities outperformed large-cap stocks during the quarter, driven by improving earnings, attractive valuations, and a domestic sector focus amid macroeconomic volatility. The fund remains optimistic about the long-term outlook for small caps.
Envista Holdings (NVST) was highlighted as a newly added position, closing at $23.77 on May 20, 2026, despite a one-month return of -12.09%. The fund cited varied growth signals for the dental products company.