Aristotle Small Cap Equity Fund Picked Envista Holdings (NVST) Citing Varied Growth Signals

Aristotle Small Cap Equity Fund Picked Envista Holdings (NVST) Citing Varied Growth Signals Soumya Eswaran Thu, May 21, 2026 at 9:46 PM GMT+7 3 min read NVST Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong performance in the first quarter amid macroeconomic and geopolitical volatility, outpacing large-cap stocks. Improving earnings, attractive relative valuations, and a focus on domestic sectors supported the small caps in the quarter. In this backdrop, the Aristotle Small Cap Equity Fund (Class I-2) delivered a total return of 1.50% in the quarter, outperforming the Russell 2000 Index’s 0.89% return. The performance was supported by security selection in the information technology and financials sectors, along with underweight allocations to healthcare and industrials. The fund remains optimistic about the long-term outlook for U.S. small-cap equities. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted Envista Holdings Corporation (NYSE:NVST) as a newly added position. Envista Holdings Corporation (NYSE:NVST) is a leading dental products company, that develops and manufacturers a portfolio of implants, imaging systems, treatment software, and aligners. On May 20, 2026, Envista Holdings Corporation (NYSE:NVST) closed at $23.77 per share. One-month return of Envista Holdings Corporation (NYSE:NVST) was -12.09%, and its shares gained 40.90% over the past 52 weeks. Envista Holdings Corporation (NYSE:NVST) has a market capitalization of $3.87 billion.

Aristotle Small Cap Equity Fund stated the following regarding Envista Holdings Corporation (NYSE:NVST) in its Q1 2026 investor letter: