Positive
Seeking Alpha
2 months ago
Aristotle Focus Growth Q2 Highlights: Top Performers, Surprises And Strategic Shifts
Adaptive Biotechnologies and Netflix were top contributors, driven by strong earnings, momentum in core businesses, and positive outlooks. UnitedHealth Group and Visa detracted from performance due to earnings weakness, guidance cuts, and potential disruption from stablecoins. We initiated a position in HubSpot for its strong SMB positioning, AI-driven growth, and scalable financials, while exiting Expedia due to recession risks.