Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company

Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company Soumya Eswaran Thu, May 14, 2026 at 9:12 PM GMT+7 4 min read ^GSPC Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index fell by 0.05%. In the quarter, the Fund (Class I-2) posted a total return of -4.45%, compared to the S&P 500 Index’s -4.33% return. The Fund’s underperformance in the quarter was driven by the allocation effect, while security selection contributed positively. In this environment, the Fund continues to focus on companies experiencing secular tailwinds or robust product-driven cycles. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, Aristotle Core Equity Fund highlighted Tempus AI, Inc. (NASDAQ:TEM) as a new addition. Tempus AI, Inc. (NASDAQ:TEM) is a healthcare technology company that focuses on delivering precision medicine solutions through the use of AI and genomic data. On May 13, 2026, Tempus AI, Inc. (NASDAQ:TEM) closed at $45.90 per share. One-month return of Tempus AI, Inc. (NASDAQ:TEM) was -14.86%, and its shares lost 25.98% over the past 52 weeks. Tempus AI, Inc. (NASDAQ:TEM) has a market capitalization of $8.31 billion.

Aristotle Core Equity Fund stated the following regarding Tempus AI, Inc. (NASDAQ:TEM) in its Q1 2026 investor letter: