ARISTOTLE
CREDIT
PARTNERS
ARISTOTLE CREDIT
Aristotle Credit Partners, LLC is a privately owned, registered investment adviser that specializes in managing fully integrated ESG corporate credit strategies including: High Yield Bond, Short Duration High Yield, Investment Grade Corporate Bond and Strategic Credit Strategies. In addition to their ESG integrated strategies, we have the experience and ability to manage custom SRI strategies (i.e. faith-based, carbon fuel free, custom ESG) for institutional and advisory clients. 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 generate attractive risk-adjusted returns by investing in the higher quality, liquid, non-distressed segments of the corporate credit market. In addition to synthesizing macroeconomic insights with bottom-up credit research, we believe our full integration of proprietary ESG factors further strengthens the credit selection process and risk‐adjusted returns while positively impacting sustainability.
TOP-DOWN/BOTTOM-UP ANALYSIS
The combination of top-down and bottom-up analysis can lead to the most comprehensive perspective on opportunities in the corporate credit market.
FULL ESG INTEGRATION
We believe the integration of our proprietary Environmental, Social and Governance analysis further strengthens our credit selection process and risk-adjusted returns while positively impacting sustainability.
FOCUS ON NON-DISTRESSED CREDIT
Investing in the liquid, non-distressed segments of the corporate credit market reduces the probability of default and can lead to a more advantageous risk/reward trade-off.
DISCIPLINED RISK MANAGEMENT
We believe selecting fundamentally strong credits is the most important aspect of managing risk. We supplement our credit research with proprietary quantitative tools to monitor portfolio metrics and remove bias from our investment process.
ESG
We believe bondholders can positively influence companies from an ESG standpoint. This process, incorporated across all our strategies, includes positive ESG integration, negative screening and proactive engagement with the management teams of companies to more accurately assess ESG metrics & qualitative considerations.
Positive Screens
Focus on companies that are industry leaders in ESG disclosure, possess higher ESG scores and show propensity to improve ESG profile
Negative Screens
Identify potential areas of risk: (1) select industries that are prohibited as they are deemed to cause harm to human life or the environment; (2) companies that perform negatively against international norms and standardsIndustry Considerations
Certain industries require additional review given their market and ESG impact
Active Ownership
Engage directly with senior management teams of corporate bond issuers to understand the overall credit risk and the company’s unique ESG risks
INVESTMENT PROCESS
Macroeconomic Views
- Economic Growth
- Interest Rates
- Inflation
- Market Health
Portfolio Construction
Emphasis on risk-adjusted returns
Portfolios built with long-term view
Fundamental Research
- Industrial and Credit Analysis
- Relative Value
- Security Structure
- Liquidity
INVESTMENT OFFERINGS
HIGH YIELD BOND
- High Yield Bond Public
- Advisory High Yield SMA
- ESG High Yield Bond SMA
- Faith Based High Yield
- High Yield Fossil Fuel Free Strategy
SHORT DURATION HIGH YIELD BOND
- Short Duration High Yield Public
- Short Duration High Yield Advisory
INVESTMENT GRADE CORPORATE BOND
- Intermediate Investment Grade Corporate
- Investment Grade Corporate
- Intermediate Investment Grade Carbon 200 Free Corporate Bond Strategy
STRATEGIC CREDIT
- Strategic Credit Mutual Fund (ARSSX)
ARISTOTLE CREDIT TEAM
- Investment Team
- Shared Services
- Distribution
Douglas Lopez, CFA
Principal, Portfolio Manager
Aristotle Credit
Terence Reidt, CFA
Principal, Portfolio Manager
Aristotle Credit
Kurt Klimenko, CFA
Senior Credit Analyst
Aristotle Credit
Partha P. Bose, CFA
Credit Analyst
Aristotle Credit
Aizaz Shaikh
Senior Trader and Credit Analyst
Aristotle Credit
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
Andrea M. Denisevich
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
John Quan
Chief Technology Officer
Business Solutions
Kim St. Hilaire
Managing Director, Operations & Trading
Investment Operations
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
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Will Averill
Managing Director
Institutional Services
Michael G. Sindici, CFA
Director
Advisory Distribution
Raymond Bertrand
Senior Vice President, Regional Director
Advisory Distribution
Michael B. Carroll, CIMA
Senior Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Senior Vice President
Institutional Services
James Huennekens
Senior Vice President, Regional Director
Advisory Distribution
John Manley, CFA
Senior Vice President
Institutional Services
Craig Maxwell, CFP
Senior Vice President, Regional Director
Advisory Distribution
Edward Rozell
Senior Vice President
Institutional Services
Peter Sykes
Senior Vice President, Regional Director
Advisory Distribution
Michael Wasz, CPA, CIMA
Senior Vice President, Regional Director
Advisory Distribution
Christopher DeGaetano
Vice President
Advisory Distribution
Christopher R. Dionisopoulos
Vice President
Advisory Distribution
Anthony Cafarchia, CFA
Assistant Vice President
Institutional Services
David Wajner
Assistant Vice President
Advisory Distribution
James Chu
Portfolio Specialist
Advisory Distribution
PUBLICATIONS & NEWS
- COMMENTARY
- HIGH YIELD
- INVESTMENT GRADE CORPORATE
- STRATEGIC CREDIT
- FACT SHEET
- HIGH YIELD
- INSTITUTIONAL
- SMA
- FOCUSED ESG
- FAITH BASED
- SHORT DURATION HIGH YIELD
- INSTITUTIONAL
- SMA
- INVESTMENT GRADE CORPORATE
- IGC
- Intermediate
- STRATEGIC CREDIT
- HIGH YIELD
- NEWS
- WHITE PAPER
- ESG APPROACH
- VIDEOS
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.