Disclosures

The term “Aristotle” as a stand-alone refers to Aristotle Capital Management and its affiliates. With offices in Los Angeles, Newport Beach, Boston and Sarasota, 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, Aristotle Atlantic Partners, LLC, Aristotle Investment Services, LLC and Aristotle Pacific Capital, 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. More information about each adviser, including their investment strategies, fees and objectives, can be found in their respective Form ADV Part 2, which is available upon request.

Preliminary. As of December 31, 2024, total assets managed for each Aristotle affiliate were as follows. Where applicable, includes assets under advisement (AUA) as of December 31, 2024: Aristotle Capital Management, LLC $53.57 billion AUM, $9.55 billion (AUA); Aristotle Capital Boston, LLC $2.73 billion AUM, $0.04 billion (AUA); Aristotle Atlantic Partners, LLC $2.81 billion AUM, $0.74 billion (AUA); Aristotle Credit Partners, LLC $0.39 billion; Aristotle Pacific Capital, LLC $30.11 billion and Aristotle Investment Services, LLC $0.70 billion. Total may not add up due to rounding.