2 weeks ago
8
Soumya Eswaran
Thu, February 26, 2026 astatine 7:01 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 Comfort Systems USA, Inc. (NYSE:FIX). Comfort Systems USA, Inc. (NYSE:FIX) is simply a starring mechanical and electrical contracting services supplier for commercial, industrial, and organization customers. On February 25, 2026, Comfort Systems USA, Inc. (NYSE:FIX) banal closed astatine $1,450.60 per share. One-month instrumentality of Comfort Systems USA, Inc. (NYSE:FIX) was 23.83%, and its shares gained 306.75% implicit the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a marketplace capitalization of $51.179 billion.
Aristotle Growth Equity Fund stated the pursuing regarding Comfort Systems USA, Inc. (NYSE:FIX) successful its 4th fourth 2025 capitalist letter:
"Comfort Systems USA, Inc. (NYSE:FIX) is simply a starring supplier of mechanical and electrical contracting services, serving a wide scope of commercial, industrial, and organization clients crossed the United States. The institution specializes successful building, installing, maintaining, and repairing mechanical, electrical, and plumbing systems, with expertise successful heating, ventilation and aerial conditioning (HVAC), plumbing, piping, controls, and electrical work. With galore operating units and locations nationwide, Comfort Systems USA supports extremity markets specified arsenic technology, manufacturing, wellness care, education, bureau buildings, retail, and authorities facilities. In summation to accepted services, the institution besides constructs modular systems, prebuilding analyzable components successful a mill mounting to heighten ratio and prime for its clients.
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