Aristotle Capital Management
Value Equity (U.S.)
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.