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june 2025

Lessons Learned from Warren Buffet

Insights into the genius of the Oracle of Omaha, plus opportunities in fixed income, recent market action, the economy, and Fed.

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JUNE 2025

A Cautious Fed Holds Tight Amid Uncertainty

At this month’s FOMC meeting, the central bank kept interest rates steady while acknowledging increasing economic uncertainty.

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MAY 2025

The Art of the Deal, Tariff Edition

Insights into Trump's tariff dealmaking, plus the markets, Fed, economy, and opportunities in fixed income.

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JUNE 2025

Analyze This — The Power Grid

Aristotle Pacific analyst Abre Kaizar discusses impacts of alternative energy, climate change, aging infrastructure, EVs and AI on the power grid.

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Insights and Podcasts

About us

We are a multi-manager investment company consisting of managers who are:

Selective

Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.

Nimble

Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.

Experienced

The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.

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