Aristotle Atlantic’s Core Equity Strategy Initiated a Position in Dexcom (DXCM) Backed by Its Robust Financial Stability

1 day ago 1

Soumya Eswaran

Fri, November 14, 2025 astatine 8:32 AM CST 3 min read

Aristotle Atlantic Partners, LLC, an concern advisor, released its “Core Equity Strategy” third-quarter 2025 capitalist letter. The missive highlighted the marketplace review, quarterly performance, and attribution analysis. A transcript of the missive tin beryllium downloaded here. In the quarter, the US equity marketplace rallied, with the S&P 500 Index reaching 8.12%. Bonds besides finished higher successful the period, with the Bloomberg U.S. Aggregate Bond Index expanding 2.03%. The composite has returned 7.22% gross of fees (7.10% nett of fees) successful the quarter, underperforming the S&P 500 Index’s 8.12% gain. Security enactment led to the comparative underperformance of the strategy successful the quarter. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Aristotle Atlantic Core Equity Strategy highlighted stocks specified arsenic DexCom, Inc. (NASDAQ:DXCM). DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution that develops and commercializes continuous glucose monitoring (CGM) systems. The one-month instrumentality of DexCom, Inc. (NASDAQ:DXCM) was -10.33%, and its shares mislaid 21.30% of their worth implicit the past 52 weeks. On November 13, 2025, DexCom, Inc. (NASDAQ:DXCM) banal closed astatine $59.72 per share, with a marketplace capitalization of $23.292 billion.

Aristotle Atlantic Core Equity Strategy stated the pursuing regarding DexCom, Inc. (NASDAQ:DXCM) successful its 3rd 4th 2025 capitalist letter:

"DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution specializing successful continuous glucose monitoring (CGM) systems for diabetes management. Founded successful 1999, the institution has developed innovative technology, including a tiny implantable instrumentality that measures glucose levels successful subcutaneous insubstantial and transmits information to an outer receiver. The company’s products, specified arsenic the Dexcom G7 CGM strategy and the Stelo Glucose Biosensor, cater to some adults and children with benignant 1 oregon benignant 2 diabetes, arsenic good arsenic adults with prediabetes and benignant 2 diabetes who bash not usage insulin. Its products are marketed to healthcare professionals successful the U.S. and prime planetary markets, with the U.S. being its largest market.