ARISTOTLE
ATLANTIC
PARTNERS

ARISTOTLE ATLANTIC

Aristotle Atlantic Partners, 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.

 

U.S. Equities

  • Large Cap Growth
  • Focus Growth
  • Core Equity

INVESTMENT PHILOSOPHY

We believe a foundation of successful investing can be attained by identifying companies that are poised to benefit from secular themes, product cycles or industry trends. As a result, by identifying these factors early on through fundamental, bottom-up research of companies, products and economic cycles we believe consistent risk-adjusted returns can be achieved while mitigating risk over multi-year time horizons.

SECULAR THEMES

We seek to understand longer-term shifts in spending across various industries and geographies that may greatly impact a business

PRODUCT CYCLES

Sector-specific analysts use industry knowledge and market research to find business with superior products/brands, strong intellectual property or patents, and the ability to grow market share

CYCLICAL TRENDS

We aim to identify strong end markets and select companies with capable management teams that have the potential to take advantage of cyclical tailwinds to drive company and stock performance

INVESTMENT PROCESS

The investment process starts with idea generation, is followed by in-depth fundamental analysis and finally sector review and risk monitoring,
which is part of the continuous monitoring that occurs during portfolio construction.

IDEA GENERATION

In the idea generation phase, the firm looks for companies that they believe are primed to benefit from secular themes, product cycles and cyclical trends.

IN-DEPTH FUNDAMENTAL RESEARCH

The investment team then conducts extensive fundamental research, using multiple sources of information, on these identified companies. Valuation is an important component of the research process. The analysts come up with a target price based on the company’s growth outlook and capital structure using appropriate valuation metrics relative to peers and the business cycle.

SECTOR REVIEW/RISK MONITORING

Lastly, the sector analyst and lead portfolio manager continuously monitor industry/sub-industry positioning and security selection. In this stage, portfolio construction is affected by increased or decreased conviction in the company, the risk level of the overall portfolio and valuation deviations.
In the idea generation phase, the firm looks for companies that they believe are primed to benefit from secular themes, product cycles and cyclical trends.
The investment team then conducts extensive fundamental research, using multiple sources of information, on these identified companies. Valuation is an important component of the research process. The analysts come up with a target price based on the company’s growth outlook and capital structure using appropriate valuation metrics relative to peers and the business cycle.
Lastly, the sector analyst and lead portfolio manager continuously monitor industry/sub-industry positioning and security selection. In this stage, portfolio construction is affected by increased or decreased conviction in the company, the risk level of the overall portfolio and valuation deviations.

INVESTMENT OFFERINGS

Large Cap Growth Focus Growth Core Equity
Number of Holdings 45-60 25-30 45-60
Benchmark Russell 1000 Growth Index Russell 1000 Growth Index S&P 500 Index
Market Cap Range Over $2 billion at purchase Over $2 billion at purchase Over $2 billion at purchase
Sector Weights 0%-200% of Index for sectors 1%-10%;
50%-150% of Index for sectors > 10%		 0%-200% of Index weight 0%-200% of Index for sectors 1%-10%;
50%-150% of Index for sectors > 10%
Individual Position Size Maximum 5% at cost
(unless benchmark weight > 3%)		 15% Purchase Limit Maximum 5% at cost
(unless benchmark weight > 3%)
Cash Maximum 10%;
Average < 2%		 Maximum 10%;
Average < 2%		 Maximum 10%;
Average < 2%
Annual Turnover Approximately 25% Approximately 40% Approximately 25%
Vehicles Offered Separate Account Separate Account Separate Account
Mutual Fund
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ARISTOTLE ATLANTIC TEAM

Investment Team
  • Investment Team
  • Shared Services
  • Distribution

Owen Fitzpatrick, CFA

Principal, Managing Director, Lead Portfolio Manager

Aristotle Atlantic

Thomas Hynes, Jr., CFA

Principal, Managing Director, Portfolio Manager

Aristotle Atlantic

Brendan O’Neill, CFA

Principal, Director, Portfolio Manager

Aristotle Atlantic

Nicholas Daft

Principal, Director, Senior Research Analyst

Aristotle Atlantic

Walter Holman, CFA

Principal, Director, Senior Research Analyst

Aristotle Atlantic

Shared service functions are conducted by business departments which support all Aristotle investment teams.

Gary W. Lisenbee

Co-Chief Executive Officer

Corporate Oversight

Steve Borowski

President

Institutional Services

Richard H. Schweitzer, CFA

Chief Financial Officer
Chief Operating Officer

Finance & Operations

Michelle M. Gosom

Chief Compliance Officer

Compliance

Nancy Scarlett

Chief Risk Officer

Risk Management

Robert R. Womack, Jr.

Chief Innovation Officer

Shared Services

Sona Chandwani, CPA

Chief Administrative Officer

Finance

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Donn B. Conner, CFA

Managing Director

Private Client Group

James P. Birdwell, Jr.

Managing Director

Private Client Group

Andrew M. Shapiro

Director of Trading

Trading

Randy Yi

Director of Trading

Trading

Geneviève Plourde, CFA

Director

Business Operations

Hazael Meza

Senior Vice President

Business Solutions

Ranjit S. Sufi

Managing Director

Institutional Services

Patrick M. Schussman, CFA, CIMA, AIF

Managing Director

Advisory Distribution

Will Averill

Managing Director

Institutional Services

Raymond Bertrand

Senior Vice President, Regional Director

Advisory Distribution

Michael B. Carroll, CIMA

Senior Vice President, Regional Director

Advisory Distribution

James Huennekens

Senior Vice President, Regional Director

Advisory Distribution

Craig Maxwell, CFP

Senior Vice President, Regional Director

Advisory Distribution

Michael G. Sindici, CFA

Senior Vice President, Regional Director

Advisory Distribution

Peter Sykes

Senior Vice President, Regional Director

Advisory Distribution

Michael Wasz, CPA, CIMA

Senior Vice President, Regional Director

Advisory Distribution

Keri Hepburn

Senior Vice President

Institutional Services

John Manley, CFA

Senior Vice President

Institutional Services

Christopher DeGaetano

Vice President

Advisory Distribution

Kyle Helton

Vice President, Regional Director

Advisory Distribution

Tracy Robeniol

Assistant Vice President

Advisory Distribution

Anthony Cafarchia

Assistant Vice President

Institutional Services

David Wajner

Senior Regional Associate

Advisory Distribution

James Chu

Product Specialist

Advisory Distribution

PUBLICATION & NEWS

September 30, 2020

White Paper:

Personalized Medicine

 

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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.

LEARN MORE

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 Direct Relief, Disabled American Veterans, the Intrepid Fallen Heroes Fund, American Red Cross (Hurricane Harvey Relief), and Chrysalis.

School on Wheels

In 2020, Aristotle partnered with School on Wheels to host a virtual backpack drive with employee match to provide support to homeless students in need to continue their education during these challenging times. In 2019, over 200,000 students K-12 lacked stable housing in California, and were disproportionately Latinx and Black. With COVID-19 this number is expected to significantly increase. School on Wheels is a Los Angeles-based non-profit focused on bringing academic resources and free tutors to children experiencing homelessness. We believe every child has potential and deserves to be supported.

Special thanks to our Diversity, Equity and Inclusion Council for bringing attention to this crisis and coordinating this event.