Portfolio Commentary

Review of performance, attribution and recent trades in the portfolio.

Aristotle Capital Portfolio Commentary
Value
Equity
Value
CIT
International
Equity
International
Equity – ADR
Global
Equity
Global
Opportunities
2017 Q1 Q1 Q1
2016 Q4 Q4 Q4 Q4       Q4
Q3 Q3 Q3 Q3       Q3
Q2 Q2 Q2 Q2       Q2
Q1 Q1 Q1  Q1       Q1
2015 Q4 Q4 Q4 Q4       Q4
Q3 Q3 Q3 Q3       Q3
Q2 Q2 Q2 Q2       Q2
Q1 Q1 Q1 Q1       Q1
2014 Q4 Q4 Q4 Q4       Q4
Q3 Q3 Q3       Q3
Q2 Q2 Q2       Q2
Q1 Q1 Q1
2013 Q4 Q4 Q4
Q3 Q3 Q3

 

Aristotle Boston Portfolio Commentary
Small Cap
Equity
Small/Mid Cap
Equity
2017 Q1 Q1
2016 Q4 Q4
Q3 Q3
Q2 Q2
Q1 Q1
2015 Q4 Q4
Q3 Q3
Q2 Q2
Q1 Q1

 

Aristotle Atlantic Portfolio Commentary
Large Cap Growth Equity & Large Cap Core Equity
2016 Q4

 

Past performance is not a guarantee or indicator of future results. These materials are for informational use only and should not be considered investment advice or an offer to sell any product. The information discussed and shown here is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. You should not assume that any of the securities transactions, sectors or holdings discussed in this report are or will be profitable, or that recommendations we make in the future will be profitable or equal the performance of the securities discussed. There is no assurance that any securities, sectors or industries discussed herein will be included in or excluded from an account’s portfolio. Aristotle Capital Management, LLC reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.