About Us
A family of mutual funds designed for growth, income generation, and diversification.
Our managers seek to deliver consistent results to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.
Clients We Serve
Our Structure
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.
Quick Facts
Meet Our Investment Team
Our investment managers deliver specialized capabilities that span a wide range of asset classes and strategies.
Fixed Income
Aristotle Pacific Capital, LLC is the sub-adviser for Aristotle Funds' Fixed-Income Funds. The portfolio managers specialize in credit investments, applying their depth of experience to identify opportunities and value in multiple areas of the credit markets. They believe in a disciplined investment process that focuses on credit fundamentals for individual security selection. Funds managed by Aristotle Pacific Capital are designed for income and based on experience.
U.S., International & Global Equities
Aristotle Capital Boston, LLC is the sub-adviser for Aristotle Small Cap Equity and Aristotle Small/Mid Cap Equity Funds. Aristotle Capital Boston’s investment philosophy is grounded in the belief that long-term business fundamentals ultimately determine company equity values. The Aristotle Funds managed by Aristotle Capital Boston are designed to maximize long-term capital appreciation while mitigating risk relative to the benchmark over multi-year periods.
Aristotle Atlantic Partners, LLC is the sub-adviser for Aristotle Growth Equity and Aristotle Core Equity Funds. Aristotle Atlantic Partners believes the foundation of successful investing lies in identifying companies poised to benefit from secular themes, product cycles or cyclical trends through fundamental, bottom-up research. The Aristotle Funds managed by Aristotle Capital Boston are designed to achieve consistent risk-adjusted returns that exceed the benchmark over a full market cycle (three to five years).
Aristotle Capital Management, LLC is the sub-adviser for Aristotle International Equity, Aristotle/Saul Global Equity and Aristotle Value Equity Funds. Aristotle Capital Management believes that investing in high-quality businesses trading at discounts to the team’s determination of their intrinsic values provides the framework for preserving and growing its clients’ capital while seeking to mitigate risk. The Aristotle Funds managed by Aristotle Capital Management are designed to maximize long-term capital appreciation and income.
Our Funds
