The Power of Patience

“Patience is bitter, but its fruit is sweet.”

– Aristotle (384-322 BC)

ARISTOTLE

Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. As of March 31, 2018, Aristotle’s investment teams managed $19 billion globally.

Aristotle Capital Management

U.S., International & Global Equities

  • Value Equity (U.S.)
  • International Equity
  • Global Equity
  • Global Opportunities

Aristotle Capital Boston

U.S. Equities

  • Small Cap Equity
  • Small/Mid Cap Equity (SMID)

Aristotle Credit Partners

Fixed Income

  • High Yield
  • Investment Grade Corporate
  • Strategic Credit
  • ESG

Aristotle Atlantic Partners

From Broad Investment Portfolio to Equities Portfolio

  • Large Cap Growth
  • Large Cap Core
  • Shared service functions are conducted by business departments which support all Aristotle investment teams.

Aristotle Shared Services

  • Trading
  • Compliance
  • Sales
  • Marketing Communications
  • Operations
  • Finance
  • Business Solutions
  • Corporate Administration

“Patience is bitter, but its fruit is sweet.” – Aristotle (384-322 BC)

WHO IS ARISTOTLE?

ARISTOTLE PHILOSOPHY

Why did we choose the name Aristotle?

 

Aristotle, the great philosopher, emphasized the importance of developing excellence, or virtue, of character. In his view, excellence of character is a state concerned with choice and can be achieved when one is able to take the right action, at the right time, with the right motive and in the right way. At Aristotle, we embrace this concept.  

 

The name Aristotle (Greek name Aristotélēs) means “the best purpose”, which is derived from the words aristos (best) and telos (purpose). To us, “best purpose” means that our purpose is to achieve excellence and to do so for our clients, our employees, our community and our shareholders. This philosophy is embodied in the Aristotle tenets below:

CLIENTS

Our first and primary responsibility is to our clients. This is the foundation for our success.

EMPLOYEES

We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.

COMMUNITY

We commit time, talent and resources to give back to our local communities.

SHAREHOLDERS

Through strong leadership and adherence to the Aristotle philosophy, we will strive to deliver an outstanding long-term return on investment to our shareholders.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.

ARISTOTLE BY THE NUMBERS

“The whole is worth more than the sum of its parts.” – Aristotle (384-322 BC)

1
OUR NUMBER ONE PRIORITY
IS SERVING OUR CLIENTS
$19
WE MANAGE
$19 BILLION IN COMBINED ASSETS
UNDER MANAGEMENT 1
4
WE REPRESENT FOUR
INVESTMENT TEAMS 1
119
ARISTOTLE CONSISTS OF
119 EMPLOYEES IN FOUR
OFFICE LOCATIONS 1
27
OUR PORTFOLIO MANAGERS
AVERAGE OVER 27 YEARS
OF INDUSTRY EXPERIENCE
78%
78% OF COMBINED AUM
IS MANAGED FOR
INSTITUTIONAL CLIENTS 1
81
81 SHARED SERVICES EMPLOYEES
SUPPORT EACH ARISTOTLE
INVESTMENT TEAM
14
WE MANAGE ASSETS FOR CLIENTS
FROM 14 DIFFERENT COUNTRIES
1As of 3/31/2018, the assets under management for each investment team was as follows: Aristotle Capital Management, LLC $15.6 billion; Aristotle Capital Boston, LLC $3.2 billion; Aristotle Credit Partners, LLC $0.4 billion; and Aristotle Atlantic Partners, LLC $50.2 million. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.

ARISTOTLE TEAM

Board of Managers
  • Board of Managers
  • Shared Services

Richard S. Hollander

Chairman of the Board

Aristotle

Howard Gleicher, CFA

Chief Executive Officer
Chief Investment Officer

Aristotle

Gary W. Lisenbee

Co-Chief Executive Officer
Co-Chief Investment Officer

Aristotle

Steve Borowski

President

Aristotle

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Aristotle
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

James C. Reed, CFA

Managing Director

Private Client Group

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Nancy Scarlett

Chief Risk Officer

Risk Management

Michelle M. Gosom

Chief Compliance Officer

Compliance

Robert R. Womack, Jr.

Managing Director

Corporate Administration

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Geneviève Plourde, CFA

Senior Vice President

Marketing Communications

Hazael Meza

Senior Vice President

Business Solutions

Sona Chandwani, CPA

Senior Vice President

Finance
Shared service functions are conducted by business departments which support all Aristotle investment teams.

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

James C. Reed, CFA

Managing Director

Private Client Group

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Nancy Scarlett

Chief Risk Officer

Risk Management

Michelle M. Gosom

Chief Compliance Officer

Compliance

Robert R. Womack, Jr.

Managing Director

Corporate Administration

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Geneviève Plourde, CFA

Senior Vice President

Marketing Communications

Hazael Meza

Senior Vice President

Business Solutions

Sona Chandwani, CPA

Senior Vice President

Finance

PUBLICATION & NEWS

December 31, 2017

2017: Changing Dynamics in the Market Place

Annual Letter
Aristotle
  • Aristotle
  • Aristotle Capital
  • Aristotle Credit
  • Aristotle Boston
  • Aristotle Atlantic
  • WHITE PAPER
  • ANNUAL LETTER
More

COMMITMENT TO COMMUNITY

At Aristotle, we are committed to active participation in our communities both locally and internationally. We partner with a number of outstanding organizations and nonprofits that advance health, education, the arts and human services not only to support their valuable missions but also to enrich our own lives through teamwork and continuous learning. From walking to support St. Jude to mentoring youth to volunteering in neighborhoods in great economic need, Aristotle strives to make a meaningful difference in our communities.

Each Holiday Season, Aristotle makes a monetary donation on behalf of our clients to a charity determined by our employees. In the past, our contributions have included Disabled American Veterans and the Intrepid Fallen Heroes Fund.

IH_Logo_135

American Red Cross

In 2017, Aristotle contributed to the American Red Cross on behalf of our clients in support of relief efforts following the devastation of Hurricane Harvey. The funds will be distributed to help rescue, shelter, feed and heal the impacted communities in Texas.