Disclosures

The opinions expressed herein are those of Aristotle and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Aristotle reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Past performance is not indicative of future results.

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Any opinions expressed through comments or reposting of Aristotle content may not represent the views of Aristotle. Aristotle is not affiliated with Twitter, LinkedIn or any other social media site and is not responsible for the content, terms of use or privacy or security policies of any social media site. Aristotle is not responsible for, does not endorse or guarantee the accuracy of the content posted by others or of any third-party sites that may be linked to from Aristotle’s social media page via a hyperlink. The data and information presented in materials that may be linked to this page is based on the source’s own reporting and research. Aristotle makes no representations as to its accuracy.

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There is no assurance that any securities, sectors or industries discussed will remain in Aristotle’s portfolio at the time this information is viewed or that securities sold have not been repurchased. It should not be assumed that any of the securities transactions or holdings discussed were or will be profitable, or that the investment recommendations or decisions Aristotle makes in the future will be profitable or equal the performance of the securities discussed. Recommendations made in the last 12 months are available upon request.

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. 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.

There are risks specifically associated with fixed income investments such as interest rate risk and credit risk. Bond values fluctuate in price in response to market conditions. Typically, when interest rates rise, there is a corresponding decline in bond values. This risk may be more pronounced for bonds with longer-term maturities. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. High yield securities are generally rated lower than investment grade securities and may be subject to greater market fluctuations, increased price volatility, risk of issuer default, less liquidity, or loss of income and principal compared to investment grade securities.

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 does not guarantee the accuracy, adequacy or completeness of such information.

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The term “Aristotle” as a stand-alone refers to Aristotle Capital as well as its affiliates. With offices in Los Angeles (CA), Newport Beach (CA), Boston (MA), and Sarasota (FL), Aristotle represents a group of affiliated investment advisers which provide equity and fixed income management solutions across a unified platform.

Aristotle Capital Management, LLC, Aristotle Capital Boston, LLC, Aristotle Credit Partners, LLC, Aristotle Atlantic Partners, LLC; and Aristotle Pacific Capital, LLC are independent investment advisers registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including their investment strategies, fees and objectives, can be found in their respective Form ADV Part 2, which is available upon request.