Aristotle Capital Boston, LLC, an funding advisor, launched its fourth-quarter investor letter for “Small Cap Fairness Fund”. A replica of the letter will be downloaded right here. U.S. small-cap equities reported modest positive aspects within the fourth quarter of 2025. The quarter began as a continuation of the post-Liberation Day risk-on market atmosphere, whereas it ended on a powerful notice, pushed by a constructive macroeconomic backdrop. Enticing valuations, earnings restoration, broadening of the market, and a shift from mega-cap shares supported small caps within the quarter. The Aristotle Small Cap Fairness Fund (Class I-2) returned 1.96% in This fall 2025, trailing the two.19% whole return of the Russell 2000 Index. Safety choice supported general efficiency, whereas allocation results detracted from efficiency. Please evaluate the Technique’s high 5 holdings to achieve insights into their key alternatives for 2025.
In its fourth-quarter 2025 investor letter, Aristotle Small Cap Fairness Fund highlighted Patterson-UTI Power, Inc. (NASDAQ:PTEN). Patterson-UTI Power, Inc. (NASDAQ:PTEN) is an oilfield companies firm that gives drilling and completion companies to grease and pure fuel exploration and manufacturing corporations. On February 13, 2026, Patterson-UTI Power, Inc. (NASDAQ:PTEN) inventory closed at $8.10 per share. One-month return of Patterson-UTI Power, Inc. (NASDAQ:PTEN) was 13.29%, and its shares are down 9.19% over the previous twelve months. Patterson-UTI Power, Inc. (NASDAQ:PTEN) has a market capitalization of $3.075 billion.
Aristotle Small Cap Fairness Fund acknowledged the next relating to Patterson-UTI Power, Inc. (NASDAQ:PTEN) in its fourth quarter 2025 investor letter:
“Patterson-UTI Power, Inc. (NASDAQ:PTEN) is an oilfield companies firm centered on drilling and stress pumping options for each main oil corporations and unbiased operators. The place was liquidated as a result of power market outlook weakening, thus deteriorating basic efficiency.”
Patterson-UTI Power, Inc. (NASDAQ:PTEN) will not be on our listing of 30 Most In style Shares Amongst Hedge Funds. In keeping with our database, 42 hedge fund portfolios held Patterson-UTI Power, Inc. (NASDAQ:PTEN) on the finish of the third quarter, similar as within the earlier quarter. Whereas we acknowledge the potential of Patterson-UTI Power, Inc. (NASDAQ:PTEN) as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back threat. In the event you’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
