Huron Consulting Group Inc.

• AF Aristotle Funds Aristotle Small Cap Equity Fund Commentary ↗ Aristotle Small Cap Equity Fund retained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses. It bought IPG Photonics and UMB Financial, while liquidating Americold Realty Trust, Byline Bancorp and Verra Mobility after deteriorating fundamentals, achieved valuation targets or a changed investment thesis. second quarter 2026 AGI $12BBY $1.7BCOLD $4.8B +6
• FM Fiduciary Management Q1 2026 Investment Strategy Outlook ↗ Fiduciary Management favors high-quality, discounted businesses with strong balance sheets as the Iran war disrupts energy markets and pressures cyclical holdings. It argues that housing repair and remodeling demand should recover, while AI concerns have created opportunities in Huron Consulting, Booking Holdings, and IMCD. Q1 2026 BKNG $119BHURN $2.7BIMCDY $6.9B
• FM Fiduciary Management Q2 2026 Investment Strategy Outlook ↗ Fiduciary Management argues that AI infrastructure spending reflects concentrated speculation and that hyperscalers face demanding economics to earn adequate returns on capital. It favors overlooked businesses positioned to capture AI-driven cost savings, citing FTI Consulting, Capital One and Fluidra as examples of durable franchises trading at attractive valuations. Q2 2026 AMZN $2.9TCOF $117BFCN $5.5B +5

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