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.
INVESTMENT PHILOSOPHY
We seek to understand longer-term shifts in spending across various industries and geographies that may greatly impact a business
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
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
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 |
ARISTOTLE ATLANTIC TEAM
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.
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.
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.