Aristotle Atlantic Partners
The Focus Growth strategy applies a fundamental, bottom-up security selection process to a universe of companies with market capitalizations in excess of $2 billion at initial investment. Aristotle Atlantic seeks to buy companies that can benefit from strong product cycles, positive secular themes or cyclical trends, all of which are continually reviewed and updated by the investment team. The portfolio is constructed of 25 to 30 companies. In-depth, company-specific research is conducted by the analysts to identify what they believe to be high-quality, large cap companies that could benefit from our investment pillars.
The objective of the Focus Growth strategy is to achieve attractive long‐term, risk‐adjusted returns versus the Russell 1000 Growth Index over a full business cycle. The tracking error is generally within a 2%-4% range with an above average information ratio.
Benchmark: Russell 1000 Growth Index
Market Cap Range: Over $2 billion at purchase
Sector Weights: 0%-200% of Index
Individual Position Size: 15% purchase limit
Cash: Maximum 10%; Average < 2%
Annual Turnover: Approximately 40%
Vehicles Offered: Separate Account, Model Delivery