Value Equity

The investment objective of the Aristotle Value Equity strategy is to optimize long-term returns over a complete market cycle, generally measured over a three to five year time frame.  Our focus is on identifying what we believe to be high quality, world class businesses.  This philosophy is driven by four tenets:

•  Quality
•  Global
•  Focused portfolios
•  Long-term in vision

We focus on the business first and then on valuation.  We believe strongly that companies must compete on a global basis to best serve shareholders’ interests; therefore, we are global in our analysis to identify outstanding investment opportunities.  We also seek change that will be positive for the companies’ future prospects.  We believe in a long-term investment horizon.  In our view, having long-term view reduces turnover, which has historically run 20%-30% annually, and maximizes our clients’ participation in the success of high-quality businesses with sustainable competitive advantages.