Aristotle Atlantic Partners
Large Cap Growth
Strategy Overview
The Large Cap 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 45 to 60 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 Large Cap 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 for sectors 1%-10%; 50%–150% of Index for sectors > 10%
Individual Position Size: Maximum 5% at cost (unless benchmark weight > 3%)
Cash: Maximum 10%; Average < 2%
Annual Turnover: Approximately 25%
Vehicles Offered: Separate Account, Model Delivery
Materials
