# Aristotle

> Asset Management specializing in U\.S\., international and global equity portfolios, and fixed income strategies, including ESG, institutional and advisory\.

Generated by Yoast SEO v28.2, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Our History](https://www.aristotlecap.com/about/our-history/)
- [HOME](https://www.aristotlecap.com/)
- [Home Financial Advisor](https://www.aristotlecap.com/home-financial-advisor/)
- [Home Institutional \| RIA](https://www.aristotlecap.com/home-institutional-ria/)
- [Mutual Funds](https://www.aristotlecap.com/mutual-funds/)

## Posts
- [Happy Holidays from Aristotle](https://www.aristotlecap.com/happy-holidays-from-aristotle-2025/)

## Yearly Performance
- [2026\-06\-30 \- ACM\_IEwrap \- 2020\-12\-31 \- Net \-](https://www.aristotlecap.com/yearly_performance/2026-06-30-acm_iewrap-2020-12-31-net/)
- [2026\-06\-30 \- ACM\_VEwrap \- 2019\-12\-31 \- Net \-](https://www.aristotlecap.com/yearly_performance/2026-06-30-acm_vewrap-2019-12-31-net/)
- [2026\-06\-30 \- \&ACM\_GE\_Adv \- 2019\-12\-31 \- Net \- MSCIACWI](https://www.aristotlecap.com/yearly_performance/2026-06-30-acm_ge_adv-2019-12-31-net-msciacwi/)
- [2026\-06\-30 \- \&ACM\_GE\_Adv \- 2020\-12\-31 \- Net \- MSCIWORLD](https://www.aristotlecap.com/yearly_performance/2026-06-30-acm_ge_adv-2020-12-31-net-msciworld/)
- [2026\-06\-30 \- \&ACM\_GE\_Adv \- 2021\-12\-31 \- Gross \-](https://www.aristotlecap.com/yearly_performance/2026-06-30-acm_ge_adv-2021-12-31-gross/)

## Characteristics
- [2026\-06\-30 \- ACM\_IEwrap \- P/Book \(LTM\)](https://www.aristotlecap.com/characteristics/2026-06-30-acm_iewrap-p-book-ltm/)
- [2026\-06\-30 \- ACM\_VEwrap \- P/Book \(LTM\)](https://www.aristotlecap.com/characteristics/2026-06-30-acm_vewrap-p-book-ltm/)
- [2026\-06\-30 \- ACM\_VEwrap \- \# of Holdings](https://www.aristotlecap.com/characteristics/2026-06-30-acm_vewrap-of-holdings/)
- [2026\-06\-30 \- ACM\_IEwrap \- P/E \(Trailing\) LTM \(excluding neg\.\)](https://www.aristotlecap.com/characteristics/2026-06-30-acm_iewrap-p-e-trailing-ltm-excluding-neg/)
- [2026\-06\-30 \- ACM\_VEwrap \- Turnover \(5 Year\)](https://www.aristotlecap.com/characteristics/2026-06-30-acm_vewrap-turnover-5-year/)

## Firm Strategies Composite
- [2026\-06\-30 \- \&AAP\_LargeGr](https://www.aristotlecap.com/firm_strategy/2026-06-30-aap_largegr/)
- [2026\-06\-30 \- ACB\_FIRM](https://www.aristotlecap.com/firm_strategy/2026-06-30-acb_firm/)
- [2026\-06\-30 \- ALL\_AFFILIATES](https://www.aristotlecap.com/firm_strategy/2026-06-30-all_affiliates/)
- [2026\-06\-30 \- ACB\_PRES\_FIRM\_OVERVIEW\_Total](https://www.aristotlecap.com/firm_strategy/2026-06-30-acb_pres_firm_overview_total/)
- [2026\-06\-30 \- ACB\_PRES\_FIRM\_OVERVIEW\_Small\_Mid\_Cap\_Equity](https://www.aristotlecap.com/firm_strategy/2026-06-30-acb_pres_firm_overview_small_mid_cap_equity/)

## Top 10 Holdings
- [06/30/2026 \- ACM\_VEwrap \- Mitsubishi UFJ Financial](https://www.aristotlecap.com/top_10_holding/06-30-2026-acm_vewrap-mitsubishi-ufj-financial/)
- [06/30/2026 \- ACM\_VEwrap \- Amgen](https://www.aristotlecap.com/top_10_holding/06-30-2026-acm_vewrap-amgen/)
- [06/30/2026 \- ACM\_VEwrap \- U\.S\. Bancorp](https://www.aristotlecap.com/top_10_holding/06-30-2026-acm_vewrap-u-s-bancorp/)
- [06/30/2026 \- ACM\_VEwrap \- Qualcomm](https://www.aristotlecap.com/top_10_holding/06-30-2026-acm_vewrap-qualcomm/)
- [06/30/2026 \- \&ACM\_ValEq \- Mitsubishi UFJ Financial](https://www.aristotlecap.com/top_10_holding/06-30-2026-acm_valeq-mitsubishi-ufj-financial/)

## Sector Weights
- [2026\-06\-30 \- \&ACB\_SMID \- ETFs \-](https://www.aristotlecap.com/sector_weight/2026-06-30-acb_smid-etfs/)
- [2026\-06\-30 \- \&ACB\_SMID \- Utilities \-](https://www.aristotlecap.com/sector_weight/2026-06-30-acb_smid-utilities/)
- [2026\-06\-30 \- \&ACB\_SMID \- Real Estate \-](https://www.aristotlecap.com/sector_weight/2026-06-30-acb_smid-real-estate/)
- [2026\-06\-30 \- \&ACB\_SMID \- Materials \-](https://www.aristotlecap.com/sector_weight/2026-06-30-acb_smid-materials/)
- [2026\-06\-30 \- \&ACB\_SMID \- Information Technology \-](https://www.aristotlecap.com/sector_weight/2026-06-30-acb_smid-information-technology/)

## Market Cap
- [2026\-06\-30 \- ACB\_SMIDwrap \- $5B\-$10B](https://www.aristotlecap.com/market_cap/2026-06-30-acb_smidwrap-5b-10b/)
- [2026\-06\-30 \- ACB\_SMIDwrap \- Below $2B](https://www.aristotlecap.com/market_cap/2026-06-30-acb_smidwrap-below-2b/)
- [2026\-06\-30 \- ACB\_SMIDwrap \- $2B\-$5B](https://www.aristotlecap.com/market_cap/2026-06-30-acb_smidwrap-2b-5b/)
- [2026\-06\-30 \- ACB\_SMIDwrap \- Above $10B](https://www.aristotlecap.com/market_cap/2026-06-30-acb_smidwrap-above-10b/)
- [2026\-06\-30 \- AAP\_LCGwrap \- Below $15B](https://www.aristotlecap.com/market_cap/2026-06-30-aap_lcgwrap-below-15b/)

## Performance Statistics
- [2026\-06\-30 \- \&Intl \- SINCE INCEPTION \- 9](https://www.aristotlecap.com/performance_statisti/2026-06-30-intl-since-inception-9/)
- [2026\-06\-30 \- \&Intl \- SINCE INCEPTION \- 8](https://www.aristotlecap.com/performance_statisti/2026-06-30-intl-since-inception-8/)
- [2026\-06\-30 \- \&Intl \- SINCE INCEPTION \- 7](https://www.aristotlecap.com/performance_statisti/2026-06-30-intl-since-inception-7/)
- [2026\-06\-30 \- \&Intl \- SINCE INCEPTION \- 6](https://www.aristotlecap.com/performance_statisti/2026-06-30-intl-since-inception-6/)
- [2026\-06\-30 \- \&Intl \- SINCE INCEPTION \- 3](https://www.aristotlecap.com/performance_statisti/2026-06-30-intl-since-inception-3/)

## Annual Performance
- [2026\-06\-30 \- ACM\_VEwrap \- Gross\-SP500](https://www.aristotlecap.com/annual_performance/2026-06-30-acm_vewrap-gross-sp500/)
- [2026\-06\-30 \- ACM\_IEwrap \- Gross\-](https://www.aristotlecap.com/annual_performance/2026-06-30-acm_iewrap-gross/)
- [2026\-06\-30 \- ACM\_VEwrap \- Gross\-](https://www.aristotlecap.com/annual_performance/2026-06-30-acm_vewrap-gross/)
- [2026\-06\-30 \- ACM\_IEwrap \- Net\-MSCIEAFE](https://www.aristotlecap.com/annual_performance/2026-06-30-acm_iewrap-net-mscieafe/)
- [2026\-06\-30 \- ACM\_IEwrap \- Net\-MSCIACWIexUSA](https://www.aristotlecap.com/annual_performance/2026-06-30-acm_iewrap-net-msciacwiexusa/)

## Labels
- [\&ACB\_SMID](https://www.aristotlecap.com/labels/acb_smid/)
- [\&Intl](https://www.aristotlecap.com/labels/intl/)
- [\&ACM\_ValEq](https://www.aristotlecap.com/labels/acm_valeq/)
- [\&ACM\_Global\_Comp](https://www.aristotlecap.com/labels/acm_global_comp/)
- [\&AAP\_FG](https://www.aristotlecap.com/labels/aap_fg/)

## Region Weights
- [2026\-06\-30 \- \&Intl \- Cash](https://www.aristotlecap.com/region_weight/2026-06-30-intl-cash/)
- [2026\-06\-30 \- ACM\_IEwrap \- Emerging Markets](https://www.aristotlecap.com/region_weight/2026-06-30-acm_iewrap-emerging-markets/)
- [2026\-06\-30 \- ACM\_IEwrap \- Cash](https://www.aristotlecap.com/region_weight/2026-06-30-acm_iewrap-cash/)
- [2026\-06\-30 \- ACM\_IEwrap \- Developed Asia](https://www.aristotlecap.com/region_weight/2026-06-30-acm_iewrap-developed-asia/)
- [2026\-06\-30 \- ACM\_IEwrap \- United Kingdom](https://www.aristotlecap.com/region_weight/2026-06-30-acm_iewrap-united-kingdom/)

## Contributions
- [9/30/2024 \- \&ACP\_SDHY \- 10\+ yrs\. \- \&ACP\_SDHY\_10\+ yrs\.](https://www.aristotlecap.com/contribution/9-30-2024-acp_sdhy-10-yrs-acp_sdhy_10-yrs/)
- [9/30/2024 \- \&ACP\_HY \- 1\-3 yrs\. \- \&ACP\_HY\_1\-3 yrs\.](https://www.aristotlecap.com/contribution/9-30-2024-acp_hy-1-3-yrs-acp_hy_1-3-yrs/)
- [9/30/2024 \- \&ACP\_HY \- 0\-1 yr\. \- \&ACP\_HY\_0\-1 yr\.](https://www.aristotlecap.com/contribution/9-30-2024-acp_hy-0-1-yr-acp_hy_0-1-yr/)
- [9/30/2024 \- \&ACP\_HY \- 7\-10 yrs\. \- \&ACP\_HY\_7\-10 yrs\.](https://www.aristotlecap.com/contribution/9-30-2024-acp_hy-7-10-yrs-acp_hy_7-10-yrs/)
- [9/30/2024 \- \&ACP\_HY \- 3\-5 yrs\. \- \&ACP\_HY\_3\-5 yrs\.](https://www.aristotlecap.com/contribution/9-30-2024-acp_hy-3-5-yrs-acp_hy_3-5-yrs/)

## Credit Ratings
- [9/30/2024 \- \&ACP\_HY \- CCC or Lower](https://www.aristotlecap.com/credit_rating/9-30-2024-acp_hy-ccc-or-lower/)
- [9/30/2024 \- \&ACP\_HY \- Cash](https://www.aristotlecap.com/credit_rating/9-30-2024-acp_hy-cash/)
- [9/30/2024 \- \&ACP\_HY \- B](https://www.aristotlecap.com/credit_rating/9-30-2024-acp_hy-b/)
- [9/30/2024 \- \&ACP\_HY \- Not Rated](https://www.aristotlecap.com/credit_rating/9-30-2024-acp_hy-not-rated/)
- [9/30/2024 \- \&ACP\_SDHY \- Total](https://www.aristotlecap.com/credit_rating/9-30-2024-acp_sdhy-total/)

## Investments
- [Strategic Credit](https://www.aristotlecap.com/investment/strategic-credit-pacific/)
- [Short Duration](https://www.aristotlecap.com/investment/short-duration/)
- [Core Plus](https://www.aristotlecap.com/investment/core-plus/)
- [Value Equity \(U\.S\.\)](https://www.aristotlecap.com/investment/value-equity-u-s/)
- [International Equity](https://www.aristotlecap.com/investment/international-equity/)

## Resources
- [Puffins](https://www.aristotlecap.com/resource/puffins/)
- [Aristotle Pacific’s Jeffrey Klingelhofer Live on “Money Life”](https://www.aristotlecap.com/resource/aristotle-pacifics-jeffrey-klingelhofer-live-on-money-life/)
- [Aristotle Funds Launches Its First Three ETFs](https://www.aristotlecap.com/resource/aristotle-funds-launches-its-first-three-etfs/)
- [Value Equity WM 2Q 2026](https://www.aristotlecap.com/resource/value-equity-wm-2q-2026/)
- [Small/Mid Cap Equity WM 2Q 2026](https://www.aristotlecap.com/resource/small-mid-cap-equity-wm-2q-2026/)

## Team
- [Stirling Adelhelm](https://www.aristotlecap.com/team/stirling-adelhelm/)
- [Kim St\. Hilaire](https://www.aristotlecap.com/team/kim-st-hilaire/)
- [Richard Schweitzer, CFA](https://www.aristotlecap.com/team/richard-schweitzer-cfa/)
- [Catalina Llinás, CFA](https://www.aristotlecap.com/team/catalina-llinas-cfa/)
- [Richard Hollander](https://www.aristotlecap.com/team/richard-hollander/)

## Categories
- [Uncategorized](https://www.aristotlecap.com/category/uncategorized/)

## Affiliates
- [Aristotle Pacific](https://www.aristotlecap.com/affiliate-category/aristotle-pacific/)
- [Aristotle Atlantic](https://www.aristotlecap.com/affiliate-category/aristotle-atlantic/)
- [Aristotle Boston](https://www.aristotlecap.com/affiliate-category/aristotle-boston/)
- [Aristotle Capital](https://www.aristotlecap.com/affiliate-category/aristotle-capital/)

## Strategies
- [Focus Growth Equity](https://www.aristotlecap.com/strategy-category/focus-growth-equity/)
- [Large Cap Growth Equity](https://www.aristotlecap.com/strategy-category/large-cap-growth-equity/)
- [Core Equity](https://www.aristotlecap.com/strategy-category/core-equity/)
- [Small/Mid Cap Equity](https://www.aristotlecap.com/strategy-category/small-mid-cap-equity/)
- [Small Cap Equity](https://www.aristotlecap.com/strategy-category/small-cap-equity/)

## Vehicles Offered
- [Separate Account](https://www.aristotlecap.com/vehicle-category/separate-account/)
- [Mutual Fund](https://www.aristotlecap.com/vehicle-category/mutual-fund/)
- [Collective Investment Trust](https://www.aristotlecap.com/vehicle-category/collective-investment-trust/)
- [Commingled Fund](https://www.aristotlecap.com/vehicle-category/commingled-fund/)
- [ETFs](https://www.aristotlecap.com/vehicle-category/etfs/)

## Categories
- [News](https://www.aristotlecap.com/resource-category/news/)
- [Annual Letter](https://www.aristotlecap.com/resource-category/annual-letter/)
- [Corporate Responsibility](https://www.aristotlecap.com/resource-category/corporate-responsibility/)
- [Sustainability](https://www.aristotlecap.com/resource-category/sustainability/)
- [Podcast](https://www.aristotlecap.com/resource-category/podcast/)

## Organizations
- [Aristotle Pacific](https://www.aristotlecap.com/organization-types/aristotle-pacific/)
- [Aristotle Atlantic](https://www.aristotlecap.com/organization-types/aristotle-atlantic/)
- [Aristotle Boston](https://www.aristotlecap.com/organization-types/aristotle-boston/)
- [Aristotle Capital](https://www.aristotlecap.com/organization-types/aristotle-capital/)

## Strategy Materials
- [Short Duration](https://www.aristotlecap.com/investment-types/short-duration/)
- [Small Cap Equity](https://www.aristotlecap.com/investment-types/small-cap-equity/)
- [Investment Grade](https://www.aristotlecap.com/investment-types/investment-grade/)
- [Strategic Credit](https://www.aristotlecap.com/investment-types/strategic-credit/)
- [Focus Growth](https://www.aristotlecap.com/investment-types/focus-growth/)

## User Types
- [Individual Investor](https://www.aristotlecap.com/user_types/individual-investor/)
- [Financial Advisor](https://www.aristotlecap.com/user_types/financial-advisor/)
- [Institutional \| RIA](https://www.aristotlecap.com/user_types/institutional-ria/)

## Departments
- [Shared Service](https://www.aristotlecap.com/team-department/shared-services/)
- [Client Service](https://www.aristotlecap.com/team-department/client-services/)
- [TEST](https://www.aristotlecap.com/team-department/test/)
- [Distribution](https://www.aristotlecap.com/team-department/distribution/)
- [RIA \| Bank Group](https://www.aristotlecap.com/team-department/ria-bank-group/)

## Organizations
- [Aristotle Investment Services](https://www.aristotlecap.com/team-organization/aristotle-investment-services/)
- [Aristotle Pacific](https://www.aristotlecap.com/team-organization/aristotle-pacific/)
- [Aristotle Atlantic](https://www.aristotlecap.com/team-organization/aristotle-atlantic-partners/)
- [Aristotle Boston](https://www.aristotlecap.com/team-organization/aristotle-capital-boston/)
- [Aristotle Capital](https://www.aristotlecap.com/team-organization/aristotle-capital-management/)

## Alphabet
- [Z](https://www.aristotlecap.com/team-alphabet/z/)
- [Y](https://www.aristotlecap.com/team-alphabet/y/)
- [X](https://www.aristotlecap.com/team-alphabet/x/)
- [W](https://www.aristotlecap.com/team-alphabet/w/)
- [V](https://www.aristotlecap.com/team-alphabet/v/)

## Optional
- [Sitemap index](https://www.aristotlecap.com/sitemap_index.xml)