Aristotle Capital Management
Value Equity (U.S.)

Strategy Overview

The Value Equity 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. The portfolio holds investments in what we believe to be high-quality businesses trading at meaningful discounts to our estimate of intrinsic value.  The strategy invests mainly in U.S.-based companies but may invest up to 20% in companies based outside the United States (in the form of ADRs).

The objective of the Value Equity strategy is to achieve attractive long-term risk-adjusted returns versus the Russell 1000 Value and S&P 500 indices. 

Benchmarks: Russell 1000 Value Index; S&P 500 Index

Minimum Market Cap: Typically $2 billion at initial purchase

Sector Weights: Within 50%-200% of S&P 500 Index major sector weights

Country Weights: Maximum 20% in companies headquartered outside the U.S. (ADRs)

Position Size: Maximum position size 6% of portfolio market value

Cash: Typically less than 5%

Vehicles Offered: Separate Account; Mutual Fund; Collective Investment Trust


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