ARISTOTLE ATLANTIC

Aristotle Atlantic Partners, LLC is a privately owned, registered investment adviser that specializes in equity portfolio management for institutional and individual clients worldwide. We are one of four independent investment teams which collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.

Aristotle's Owen Fitzpatrick Discusses the 2018 Outlook on AssetTV

U.S. Large Cap Growth & Core Equity

  • Large Cap Growth
  • Core Equity

INVESTMENT PHILOSOPHY

We believe a foundation of successful investing can be attained by identifying companies that are poised to benefit from secular themes, product cycles or industry trends. As a result, by identifying these factors early on through fundamental, bottom-up research of companies, products and economic cycles we believe consistent risk-adjusted returns can be achieved while mitigating risk over multi-year time horizons.

SECULAR THEMES

We seek to understand longer-term shifts in spending across various industries and geographies that may greatly impact a business

PRODUCT CYCLES

Sector-specific analysts use industry knowledge and market research to find business with superior products/brands, strong intellectual property or patents, and the ability to grow market share

CYCLICAL TRENDS

We aim to identify strong end markets and select companies with capable management teams that have the potential to take advantage of cyclical tailwinds to drive company and stock performance

INVESTMENT PROCESS

The investment process starts with idea generation, is followed by in-depth fundamental analysis and finally sector review and risk monitoring, which is part of the continuous monitoring that occurs during portfolio construction.
IDEA GENERATION
IN-DEPTH FUNDAMENTAL RESEARCH
SECTOR REVIEW/RISK MONITORING
In the idea generation phase, the firm looks for companies that they believe are primed to benefit from secular themes, product cycles and cyclical trends.
The investment team then conducts extensive fundamental research, using multiple sources of information, on these identified companies. Valuation is an important component of the research process. The analysts come up with a target price based on the company’s growth outlook and capital structure using appropriate valuation metrics relative to peers and the business cycle.
Lastly, the sector analyst and lead portfolio manager continuously monitor industry/sub-industry positioning and security selection. In this stage, portfolio construction is affected by increased or decreased conviction in the company, the risk level of the overall portfolio and valuation deviations.

INVESTMENT OFFERINGS

Large Cap Growth Core Equity
Portfolio Manager(s) Owen Fitzpatrick
Thomas Hynes
Brendan O’Neill
Owen Fitzpatrick
Thomas Hynes
Brendan O’Neill
Number of Holdings 50-70 50-70
Benchmark Russell 1000 Growth Index S&P 500 Index
Market Cap Range Over $2 billion at purchase Over $2 billion at purchase
Sector Weights 0%-200% of Index for sectors 1%-10%;
50%-150% of Index for sectors >10%
0%-200% of Index for sectors 1%-10%;
50%-150% of Index for sectors >10%
Individual Position Size Maximum 5% at cost
(unless benchmark weight is >3%)
Maximum 5% at cost
(unless benchmark weight is >3%)
Cash Maximum 10%;
Average < 2%
Maximum 10%;
Average < 2%
Annual Turnover Approximately 25% Approximately 25%
Vehicles Offered Separate Account Separate Account
Mutual Fund

ARISTOTLE ATLANTIC TEAM

Investment Team
  • Investment Team
  • Shared Services

Joseph Benevento

Principal, Chief Investment Officer

Aristotle Atlantic

Owen Fitzpatrick, CFA

Principal, Managing Director, Lead Portfolio Manager

Aristotle Atlantic

Thomas Hynes, Jr., CFA

Principal, Managing Director, Portfolio Manager

Aristotle Atlantic

Brendan O’Neill, CFA

Principal, Director, Portfolio Manager

Aristotle Atlantic

Nicholas Daft

Principal, Director, Senior Research Analyst

Aristotle Atlantic

Walter Holman, CFA

Principal, Director, Senior Research Analyst

Aristotle Atlantic

Jaimin Soni

Principal, Vice President, Senior Research Analyst

Aristotle Atlantic

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

Finance

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

February 27, 2017

Applying Bottom-Up
Fundamental Research in
the Large-Cap Space

The Wall Street Transcript
Aristotle Atlantic
  • NEWS
  • PRESS RELEASE
  • INVESTMENT INSIGHTS
  • COMMENTARY
    • LARGE CAP GROWTH
    • CORE EQUITY
  • FACT SHEET
    • LARGE CAP GROWTH
    • CORE EQUITY
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.

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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.