Navigating Market Currents: A Look into Q2 2026 Value Equity Performance

Q2 2026 Performance Overview

For the second quarter of 2026, Aristotle Capital's Value Equity WM Composite recorded a pure gross return of 4.36%, with a net return of 3.85% after fees. This period saw a mix of positive and negative influences on the portfolio's overall performance.

Significant Market Laggards

During this quarter, two companies notably underperformed, acting as major detractors to the composite's returns. Corteva, a prominent company in the seed and crop protection sector, faced challenges that impacted its stock performance. Similarly, Motorola Solutions, known for its mission-critical communications and security systems, also experienced a downturn, contributing negatively to the portfolio's results.

Key Performance Drivers

Conversely, some holdings provided substantial support to the portfolio. Alphabet, the influential parent company behind Google and YouTube, emerged as a primary contributor, demonstrating strong performance that positively impacted the composite during the period.

Detailed Stock Performance Breakdown

The table below outlines specific relative contributors and detractors from the portfolio. Qualcomm and Microchip Technology were among the key positive influences, while TotalEnergies and Autodesk were significant negative contributors, reflecting broader market trends and company-specific factors.