Core Insights - U.S. small-cap equities experienced modest gains in Q4 2025, supported by a positive macroeconomic backdrop and attractive valuations [1] - The Aristotle Small Cap Equity Fund returned 1.96% in Q4 2025, underperforming the Russell 2000 Index's 2.19% total return [1] - Security selection positively impacted performance, while allocation effects had a negative impact [1] Company Highlights - Atlantic Union Bankshares Corporation (NYSE:AUB) was highlighted as a new addition to the Aristotle Small Cap Equity Fund portfolio [2][3] - As of February 13, 2026, Atlantic Union Bankshares Corporation's stock closed at $40.23, with a one-month return of 4.93% and a twelve-month increase of 7.42% [2] - The company has a market capitalization of $5.734 billion [2] - Concerns regarding DOGE-related cuts created an opportunity for the fund to invest in Atlantic Union Bankshares, which has a diversified customer base and a solid balance sheet [3] - The management team is considered strong, with expectations for capital appreciation for shareholders [3] Hedge Fund Interest - Atlantic Union Bankshares Corporation was held by 22 hedge fund portfolios at the end of Q3 2025, a decrease from 27 in the previous quarter [5] - While the company shows potential, certain AI stocks are viewed as having greater upside potential and lower downside risk [5]
What Makes Atlantic Union Bankshares Corporation (AUB) a High-Quality Bank Stock?