2 weeks ago
8
Soumya Eswaran
Thu, February 26, 2026 astatine 7:04 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 Revolution Medicines, Inc. (NASDAQ:RVMD). Revolution Medicines, Inc. (NASDAQ:RVMD) is simply a clinical-stage precision oncology institution that develops therapies for RAS-addicted cancers. On February 25, 2026, Revolution Medicines, Inc. (NASDAQ:RVMD) banal closed astatine $103.24 per share. One-month instrumentality of Revolution Medicines, Inc. (NASDAQ:RVMD) was 5.13%, and its shares gained 164.18% implicit the past 52 weeks. Revolution Medicines, Inc. (NASDAQ:RVMD) has a marketplace capitalization of $19.958 billion.
Aristotle Growth Equity Fund stated the pursuing regarding Revolution Medicines, Inc. (NASDAQ:RVMD) successful its 4th fourth 2025 capitalist letter:
"Revolution Medicines, Inc. (NASDAQ:RVMD) is simply a institution focused connected processing caller treatments for cancer, specifically for patients whose cancers are driven by changes successful RAS proteins. Their probe and improvement is centered connected creating drugs called RAS(ON) inhibitors, which purpose to artifact the maturation signals from these proteins. The company’s main drugs—Daraxonrasib, Elironrasib, and Zoldonrasib—are already being tested successful objective trials. Revolution Medicines is moving connected bringing a caller drug, RMC-5127, into trials soon. In addition, the institution is processing much targeted treatments for different types of RAS mutations.
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