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Aristotle Capital Boston, LLC
David Adams · Investment Advisor · Value
Aristotle Capital Boston, LLC is a Boston-based registered investment advisor that specializes in small-cap and small/mid-cap (SMID) equity strategies. Established in 2014 as an affiliate of Aristotle Capital Management, the firm was formed when a team of investment professionals from Eagle Boston Investment Management joined the Aristotle platform. The institution focuses on providing active portfolio management for institutional and high-net-worth clients, leveraging a disciplined investment process developed over decades. It operates as part of a broader multi-affiliate structure that shares a unified operational platform while maintaining investment independence for its specialized teams.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.8% |
| YTD return | +7.9% |
| Sharpe ratio | 3.60 |
| Win rate | 43% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.aristotlecap.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| HURN | Huron Consulting Group Inc | 6.5% | +40.5% |
| HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc | 6.3% | +11.5% |
| HQY | HealthEquity Inc | 6.2% | +7.1% |
| LFUS | Littelfuse Inc | 6.0% | +14.8% |
| HAE | Haemonetics Corporation | 5.8% | +56.5% |
| AER | AerCap Holdings NV | 5.8% | +10.0% |
| ACIW | ACI Worldwide Inc | 5.7% | +1.2% |
| MTSI | MACOM Technology Solutions Holdings Inc | 5.6% | +52.1% |
| MMSI | Merit Medical Systems Inc | 5.4% | +31.1% |
| UMBF | UMB Financial Corporation | 5.0% | -6.8% |
| ITRI | Itron Inc | 5.0% | +6.8% |
| CHE | Chemed Corp | 4.5% | +2.5% |
| CRL | Charles River Laboratories | 4.4% | +5.6% |
| VOYA | Voya Financial Inc | 4.2% | -1.3% |
| BOX | Box Inc | 4.1% | -5.2% |
| NOVT | Novanta Inc | 4.0% | -20.1% |
| NBHC | National Bank Holdings Corporation | 4.0% | +4.3% |
| MRCY | Mercury Systems Inc | 3.9% | -7.8% |
| LQDT | Liquidity Services Inc | 3.8% | +1.1% |
| CUBI | Customers Bancorp Inc | 3.8% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | MMSI | 5.5% → 5.4% |
| Sep 14, 2026 | SELL | HQY | 6.2% → 6.2% |
| Sep 14, 2026 | BUY | LFUS | 5.9% → 6.0% |
| Sep 14, 2026 | SELL | CRL | 4.6% → 4.4% |
| Sep 14, 2026 | SELL | MRCY | 3.9% → 3.9% |
Investment Style Analysis
Aristotle Capital Boston, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Aristotle Capital Boston, LLC made a significant move by reducing the position in MMSI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a fundamental, bottom-up investment philosophy focused on identifying high-quality companies within the small and SMID-cap universes. The investment team seeks out businesses that are often underfollowed, misunderstood, or temporarily out of favor with the broader market, provided they demonstrate a high probability of fundamental improvement and shareholder value creation. By conducting rigorous internal research and maintaining a long-term perspective, the firm aims to capitalize on market inefficiencies and achieve superior risk-adjusted returns while prioritizing capital appreciation and the mitigation of market risk.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Aristotle Capital Boston, LLC.
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Frequently asked questions
How is the simulated portfolio for Aristotle Capital Boston, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Aristotle Capital Boston, LLC's largest holding?
As of the latest filing, Aristotle Capital Boston, LLC's top position is Huron Consulting Group Inc (HURN), representing 6.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Aristotle Capital Boston, LLC's historical performance and risk profile?
Our simulation indicates a total return of +17.8% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.60, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Aristotle Capital Boston, LLC primarily invest in?
Aristotle Capital Boston, LLC has a strong preference for the Banks - Regional sector, which makes up 12.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Aristotle Capital Boston, LLC's portfolio concentrated or diversified?
Aristotle Capital Boston, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 19.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Aristotle Capital Boston, LLC performed in 2026?
Our AI-simulated model portfolio for Aristotle Capital Boston, LLC tracks a Year-to-Date (YTD) return of +7.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Adams manage Aristotle Capital Boston, LLC directly?
Yes, David Adams serves as the key portfolio manager for Aristotle Capital Boston, LLC, overseeing the investment strategy and final capital allocation decisions.