An Asset Management Organization Focused on the Long-Term

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17

Manages assets for clients in 17 countries

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>$100B

combined client assets

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244

Professionals across four office locations

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$57B

Assets managed for institutional clients

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~150

Shared service professionals support management teams

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4

Aristotle represents four distinct investment teams

Strategies

All information as of June 30, 2025. As of June 30, 2025, total assets managed for each Aristotle affiliate were as follows. Where applicable, includes assets under advisement (AUA) as of June 30, 2025: Aristotle Capital Management, LLC $54.84 billion AUM, $9.46 billion (AUA); Aristotle Capital Boston, LLC $1.97 billion AUM, $0.03 billion (AUA); Aristotle Atlantic Partners, LLC $2.94 billion AUM, $0.75 billion (AUA); Aristotle Pacific Capital, LLC $30.19 billion and Aristotle Investment Services, LLC $0.67 billion. Total may not add up due to rounding. Each firm is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Assets includes assets under management and assets under advisement. Assets under advisement refers to assets on which our firm provides advice or consultation but for which our firm either does not have discretionary authority or does not arrange or effectuate the transactions. Assets under advisement could also be those which we monitor for a client on a nondiscretionary basis, where we may make recommendations but where the client is the party responsible for arranging or effecting the purchase or sale.

The Power of Patience

We are a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.

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Affiliates

Aristotle is a family of affiliates that specialize in equity and fixed income investment solutions. Each affiliate is a separate investment advisor. Four of the Aristotle Affiliates are PRI Signatories.

Strategies

Our investment teams specialize in U.S., international and global equity portfolios in addition to high yield, investment grade, structured products and other fixed income strategies.