Aristotle Capital's Investment Thesis for Air Products and Chemicals

Reported about 18 hours ago

Aristotle Capital Management's Q1 2025 investor letter highlights its Value Equity Strategy, focusing on Air Products and Chemicals, Inc. (APD), a leading supplier of industrial gases. Despite a 6.59% decline over the past month, APD has risen 19.68% in the last year. The letter discusses the company's crucial role in various industries and notes that while it has potential, AI stocks may offer higher returns in a shorter timeframe.

Source: YAHOO

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