Aristotle Value Equity WM Composite Portfolio: Q1 2026 Contributors And Detractors

Aristotle Capital Management77 FollowersFollow5ShareSavePlay(10min)CommentsSummaryFor the first quarter of 2026, Aristotle Capital's Value Equity WM Composite posted a total return of -1.93% pure gross of fees (-2.42% net of fees).The portfolio's underperformance relative to the Russell 1000 Value Index in the first quarter can be attributed to security selection, while allocation effects contributed.Microsoft, the global leader in software and enterprise services, was the biggest detractor for the quarter, driven by a broad-based sell-off across software companies.Qualcomm guided to lower near-term results due to memory-related supply constraints, which are constraining smartphone production despite otherwise healthy underlying demand.Verizon has raised its 2026 guidance, authorized a $25 billion share buyback program over the next three years, and recommitted to its 20 consecutive years of dividend increases. Rawpixel/iStock via Getty Images The following segment was excerpted from the Aristotle Capital's Value Equity WM Composite Portfolio Q1 2026 Commentary. For the first quarter of 2026, Aristotle Capital's Value Equity WM Composite posted a total return of -1.93% pure gross ofThis article was written byAristotle Capital Management77 FollowersFollowAristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Note: This account is not managed or monitored by Aristotle Capital Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Aristotle Capital Management's official channels.