In Search of Catalysts
At Aristotle Capital Management (Aristotle), we have three core tenets to our investment process: we seek to invest in high-quality businesses, trading at attractive valuations, where there are company-specific catalysts underway to unlock this often-hidden value. While the concept of an investment “catalyst” is, generally, well understood by the marketplace, Aristotle’s specific definition of investment catalysts is often misunderstood.
When applied to the Aristotle investment process, a catalyst is an action or event both currently underway and within management’s control that, we believe, will fundamentally improve the business and propel a company closer to meeting its potential. The Aristotle investment process is to identify good or great companies in good or great businesses that, for some reason, are not yet meeting their full potential.
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