A Look Back on 2021 and a Window Into Aristotle

Rather than reflect on markets and the performance of our investment strategies (for those interested, please see www.aristotlecap.com for our publications on these matters), this year we would like to share insights on key initiatives within Aristotle¹. We hope you come away with refreshed insight into our organization and values.

As we look back on 2021, adapting continued to be top of mind for people around the world and also here at Aristotle. During the year, we prioritized workplace health and safety as our employees settled into a routine with remote/hybrid working environments. Additionally, with over 30 new members joining our firm throughout the year, we remained focused on building a culture of honesty, hard work and integrity. We continued to pursue our purpose of enabling our clients to achieve their individual missions. As a reminder, our six corporate values are shown below:

• We place our clients’ interests first
• We act with integrity
• We seek to achieve excellence through accountability and collaboration
• We are respectful
• We empower our employees
• We value community

In this year’s letter, we highlight key initiatives at our four affiliates and provide an update from the firm’s Diversity, Equity and Inclusion Council and, as well as our Human Resources and Technology departments.

¹The term “Aristotle” as a stand-alone refers to Aristotle Capital Management and its affiliates. Aristotle represents a group of affiliated investment advisers that provides equity and fixed income management solutions across a unified platform. Aristotle Capital Management, LLC, Aristotle Capital Boston, LLC, Aristotle Credit Partners, LLC, and Aristotle Atlantic Partners, LLC are independent investment advisers registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.

To read the full letter, please use the link below.