Aristotle Atlantic Partners
Focus Growth
Strategy Overview
- Fundamental, bottom-up analysis with an emphasis on secular themes, product cycles and cyclical trends
- Overlay risk controls seeking to maximize the impact of stock selection
- Select companies we believe are positioned to benefit from longer‐term shifts in spending across various industries and geographies
- Objective is to achieve consistent risk‐adjusted returns that exceed the benchmark over a full market cycle (three to five years)
All portfolio holdings must meet the following three criteria:
- Investment Pillars: We buy companies that we believe are primed to benefit from strong product cycles.
- Attractive Valuation: Our fundamental, bottom‐up analysis seeks to identify companies with attractive valuations.
- Strict Risk Control: Portfolios are constructed with a strict risk control methodology and adherence to a stringent buy/sell discipline.
Strategy Inception Date: February 23, 2018
Assets: $1,186.2 million (as of 6/30/2025)
Holdings: 25-30
Benchmark: Russell 1000 Growth Index
Cash: Maximum 10%; Average < 2%
Market Cap Range: Over $2 billion at purchase
Annual Turnover: Approximately 40%
Sector Weights: 0%-200% of Index
Vehicles Offered: Separate Account
Individual Position Size: 15% purchase limit
As of: 6/30/2025
Portfolio Managers
Owen Fitzpatrick, CFA
Thomas Hynes, Jr., CFA
Brendan O’Neill, CFA
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All investments carry a certain degree of risk, including the possible loss of principal. Investments are also subject to political, market, currency and regulatory risks or economic developments. International investments involve special risks that may in particular cause a loss in principal, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. While Large-capitalization companies may have more stable prices than smaller, less established companies, they are still subject to equity securities risk. In addition, large-capitalization equity security prices may not rise as much as prices of equity securities of small-capitalization companies. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid. Value stocks can perform differently from the market as a whole and other types of stocks. The material is provided for informational and/or educational purposes only and is not intended to be and should not be construed as investment, legal or tax advice and/or a legal opinion. Investors should consult their financial and tax adviser before making investments. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Information and data presented has been developed internally and/or obtained from sources believed to be reliable. Aristotle Atlantic does not guarantee the accuracy, adequacy or completeness of such information.
Aristotle Atlantic Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aristotle Atlantic, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request.
