Group 1 - U.S. small-cap equities experienced modest gains in Q4 2025, supported by attractive valuations, earnings recovery, and a shift from mega-cap stocks [1] - The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, underperforming the Russell 2000 Index's total return of 2.19% [1] - Security selection positively impacted overall performance, while allocation effects had a negative impact [1] Group 2 - IDACORP, Inc. (NYSE:IDA) was highlighted as a recent addition to the Aristotle Small Cap Equity Fund portfolio [2] - As of February 13, 2026, IDACORP, Inc. stock closed at $144.26 per share, with a one-month return of 7.17% and a twelve-month increase of 31.41% [2] - IDACORP, Inc. has a market capitalization of $7.8 billion [2] Group 3 - IDACORP, Inc. is a vertically integrated electric utility serving southern Idaho and eastern Oregon, benefiting from strong industrial load growth and population migration [3] - The company has a robust five-year capital plan and a double-digit rate base growth outlook, supported by a constructive regulatory environment [3] - The management team is expected to drive consistent earnings growth and long-term capital appreciation for shareholders [3] Group 4 - IDACORP, Inc. is not among the 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding the stock at the end of Q3 2025, down from 33 in the previous quarter [5] - While IDACORP, Inc. is recognized for its investment potential, certain AI stocks are considered to offer greater upside potential and lower downside risk [5]
Do You Believe in the Growth Potential of IDACORP (IDA)?