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.
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
which is part of the continuous monitoring that occurs during portfolio construction.
IDEA GENERATION
IN-DEPTH FUNDAMENTAL RESEARCH
SECTOR REVIEW/RISK MONITORING
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
- 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
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
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
James C. Reed, CFA
Managing Director
Private Client Group
Donn B. Conner, CFA
Managing Director
Private Client Group
James P. Birdwell, Jr.
Managing Director
Private Client Group
Nancy Scarlett
Chief Risk Officer
Risk Management
Robert R. Womack, Jr.
Chief Innovation Officer
Shared Services
Andrew M. Shapiro
Director of Trading
Trading
Randy Yi
Director of Trading
Trading
Sona Chandwani, CPA
Chief Administrative Officer
Finance
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
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
Kyle Helton
Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Vice President
Institutional Services
John Manley, CFA
Vice President
Institutional Services
Kosta Stathopoulos
Vice President
Institutional Services
Tracy Robeniol
Assistant Vice President
Advisory Distribution
David Wajner
Regional Associate
Advisory Distribution
Anthony Cafarchia
Senior Associate
Institutional Services
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 Disabled American Veterans, the Intrepid Fallen Heroes Fund and American Red Cross (Hurricane Harvey Relief).
In 2018, Aristotle contributed to Direct Relief on behalf of our clients in support of relief efforts related to California wildfires. The funds will be distributed to help rescue, shelter, feed and heal the impacted communities in California.