Aristotle Core Equity Fund on Guardant Health
Thesis
Guardant Health benefited from several company-specific catalysts during the quarter. These included FDA approval of an updated Guardant360 liquid-biopsy test, inclusion of Shield in American Cancer Society colorectal-cancer screening guidance and stronger-than-expected earnings. Aristotle highlights continued volume growth and coverage expansion as important operating drivers.
“Guardant Health contributed to performance in the second quarter following a string of positive developments, as several catalysts played out during the quarter.”