Value Equity

The Value Equity portfolio is a U.S.-centric equity strategy consisting of equity securities with a minimum market capitalization of $2 billion at initial investment. The portfolio represents a diversified set of high-conviction holdings (typically 35–45) that we believe are high-quality businesses trading at a discount to fair value and possess catalysts to unlock that value within our three- to five-year investment horizon. Up to 20% of the portfolio may be invested in non-U.S. businesses in the form of American Depository Receipts (ADRs).

The objective of the strategy is to optimize performance versus the Russell 1000® Value Index and S&P 500® Index with a focus on mitigating risk over a multi-year time period.

Mutual Fund

The Value Equity strategy is also available as the Aristotle Value Equity Fund.

Aristotle Capital also serves as sub-advisor for various investment companies and mutual funds, including the Harbor Large Cap Value Fund and ABN AMRO Aristotle US Equities Fund.

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