Aristotle Growth Equity Fund Bets on DexCom (DXCM) Due to Its Expanding CGM Market Leadership

2 weeks ago 8

Soumya Eswaran

Thu, February 26, 2026 astatine 7:03 AM CST 4 min read

Aristotle Funds, an concern advisor, released its “Growth Equity Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets reached caller all-time highs successful Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index expanding by 1.10%. Within the Russell 1000 Growth Index, healthcare, connection services, and financials were the top-performing sectors, portion utilities, existent estate, and materials lagged. The U.S. system showed resilience. However, user assurance deteriorated toward year-end, raising concerns astir aboriginal spending and the labour market. Against this backdrop, the Aristotle Growth Equity Fund (Class I-2) returned 0.95%, underperforming the Russell 1000 Growth Index’s 1.12%. Poor information enactment successful the accusation exertion and user discretionary sectors detracted from performance, portion affirmative contributions from healthcare and industrials improved comparative performance. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Aristotle Growth Equity Fund highlighted stocks similar DexCom, Inc. (NASDAQ:DXCM). DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution that focuses connected processing continuous glucose monitoring (CGM) systems for diabetes and metabolic wellness management. On February 25, 2026, DexCom, Inc. (NASDAQ:DXCM) banal closed astatine $73.16 per share. One-month instrumentality of DexCom, Inc. (NASDAQ:DXCM) was -1.14%, and its shares mislaid 16.68% implicit the past 52 weeks. DexCom, Inc. (NASDAQ:DXCM) has a marketplace capitalization of $28.534 billion.

Aristotle Growth Equity Fund stated the pursuing regarding DexCom, Inc. (NASDAQ:DXCM) successful its 4th fourth 2025 capitalist letter:

"DexCom, Inc. (NASDAQ:DXCM) is simply a starring aesculapian instrumentality institution specializing successful the plan and improvement of continuous glucose monitoring (CGM) systems for radical with diabetes. Founded successful 1999, DexCom has pioneered innovative exertion specified arsenic the implantable sensor and outer receiver, empowering individuals to way and negociate their glucose levels much effectively. Its cardinal products, including the Dexcom G7 CGM strategy and Stelo Glucose Biosensor, service a wide scope of users from those with Type 1 oregon Type 2 diabetes to adults with prediabetes, and are marketed chiefly to wellness attraction professionals successful the U.S. and prime planetary markets.

Read Entire Article