Aristotle Capital Management, 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.
Provides downside protection
Deepens our knowledge of companies and their global competitors, suppliers and customers
Enables us to capitalize on market inefficiencies and results in lower turnover
Results in stock selection being primary driver of relative performance and demonstrates high conviction in each holding
|Value Equity||International Equity||Global Equity||Global Opportunities|
|Number of Holdings||35-45||30-40||Approximately 50||30-60|
|Benchmarks||Russell 1000 Value Index
S&P 500 Index
|MSCI EAFE Index (Net)
MSCI ACWI ex USA Index (Net)
|MSCI World Index (Net)||MSCI ACWI Index (Net)|
|Minimum Market Cap||$2 billion at initial purchase||$2 billion at initial purchase||Typically $2 billion at initial purchase||Typically $400 million at initial purchase|
|Sector Weights||Within 50%-200% of S&P 500 Index major sector weights||Within 50%-200% of MSCI EAFE Index major sector weights||Within 50%-200% of MSCI World Index major sector weights||Typically less than 30%|
|Country Weights||Maximum 20% in companies headquartered outside the U.S. (ADRs)||Within 50%-200% of MSCI EAFE Index major country weights;
Maximum 20% allocated to emerging markets
|Typically less than 35%, except U.S.;
May invest up to 10% in emerging markets
|Typically less than 35%, except U.S.|
|Position Size||Maximum position size 6% of portfolio market value||Maximum position size 6% of portfolio market value||Typically 2% at time of purchase;
Maximum 6% of portfolio market value
|Maximum position size 5% at cost|
|Cash||Typically less than 5%||Typically less than 5%||Typically less than 5% under normal market conditions||Typically no more than 20% to cash;
Typically no more than 20% to fixed income
|Vehicles Offered||Separate Account
Collective Investment Trust
Collective Investment Trust
|Separate Account||Separate Account
ARISTOTLE CAPITAL TEAM
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.
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.