Fund Newsletters

Selected fund newsletters aggregated from public sources

Selected Quarterly & Annual Newsletters from Funds

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Ashtead Group Plc is an international equipment rental company servicing customers nationwide in the US and the UK. The Company rents construction and industrial equipment. Ashtead generates approximately 85% of its revenue in the US through its subsidiary, Sunbelt Rentals with 388 locations across the US. The Group's UK business, A-Plant, has 106 locations nationwide.

<ul><li>For Q1 2022, Aristotle Capital’s International Equity ADR Composite posted a total USD return of -9.75% gross of fees.</li><li>The company is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.</li></ul>

Ashtead Group PLC

Aristotle Capital Management International Equity ADR 1Q 2022 Commentary