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Here’s Aristotle Capital’s Value Equity Strategy’s Investment Thesis for Air Products and Chemicals (APD)

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market started the year with a modest decline, with the S&P 500 Index declining 4.27% during the quarter. Conversely, the Bloomberg U.S. Aggregate Bond Index rose 2.78% [...]

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.

S. equity market started the year with a modest decline, with the S&P 500 Index declining 4.27% during the quarter.

Conversely, the Bloomberg U.S. Aggregate Bond Index rose 2.

78% [...

].