亚里士多德资本提振了詹姆斯·哈迪 （James Hardie），理由是其专注于纤维水泥和收购 AZEK，尽管每年下降 34%。 Aristotle Capital boosted James Hardie, citing its fiber cement focus and AZEK acquisition, despite a 34% yearly decline.

亚里士多德资本在其 2025 年第三季度的信中强调了 James Hardie Industries （JHX），称该公司专注于住宅建筑用纤维水泥和石膏产品。 Aristotle Capital highlighted James Hardie Industries (JHX) in its Q3 2025 letter, citing the company’s focus on fiber cement and gypsum products for residential construction. 该公司指出,JHX收购AZEK公司投资组合是对其市场地位的战略性推动。 The firm noted JHX’s acquisition of The AZEK Company’s portfolio as a strategic boost to its market position. 尽管一个月增长4.18%,但JHX在去年下跌了34.06%,在2025年10月31日达到20.93美元,市场上限为121.22亿美元。 Despite a 4.18% one-month gain, JHX fell 34.06% over the past year, closing at $20.93 on October 31, 2025, with a $12.122 billion market cap. 该基金本季度的净回报率为2.57%,比Russell 2500的9.00 % 的回报率落后,但JHX仍然是关键持有者,反映了短期波动中的长期信心。 The fund’s net return was 2.57% for the quarter, lagging the Russell 2500’s 9.00% return, but JHX remains a key holding, reflecting long-term confidence amid short-term volatility.