Equity
Benefits
An Experienced Team
Our leadership team has worked
together for over 25 years, and our
portfolio managers average 28 years
of investment experience.
Bottom-Up Approach
We take a fundamental, bottom-up
approach to security selection with an
emphasis on secular themes, product
cycles and cyclical trends.
Active Portfolio Management
Our mission is to help clients reach their
long-term financial goals with active
portfolio management using our
research-driven investment framework.
U.S. EQUITY Funds
International & GLOBAL EQUITY Funds
Aristotle Capital Boston
Aristotle Small Cap Equity Fund
Aristotle Small/Mid Cap Equity Fund
Aristotle Capital Boston is a privately owned, registered investment adviser that specializes in equity portfolio management for institutional and individual clients worldwide. Aristotle Capital Boston manages Small Cap Equity II Fund and Small/Mid Cap Equity Fund strategies. We are one of five independent investment teams that collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.
Aristotle Atlantic Partners
Aristotle Core Equity Fund
Aristotle Growth Equity Fund
Aristotle Atlantic Partners is a privately owned,
registered investment advisor that specializes in equity portfolio management for institutional and individual clients worldwide. We are one of five independent investment teams that collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.
Aristotle Capital Management
Aristotle Value Equity Fund
Aristotle International Equity Fund
Aristotle/Saul Global Equity Fund
Aristotle Capital Management is a privately owned,
registered investment advisor that specializes in equity portfolio management for institutional and individual clients worldwide. We are one of five independent investment teams that collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.
Investment Philosophy
Our investment philosophy consists of four tenets:
Identify what we believe to be high-quality businesses, which provides downside risk mitigation.
Invest with a long-term view, which enables us to capitalize on market inefficiencies and results in lower turnover.
Analyze businesses from a global perspective, which deepens our knowledge of companies and their global competitors, suppliers and customers.
Construct focus portfolios, which results in company selection being primary driver of relative performance and demonstrates high conviction in each holding.
About Principal Risks
There is no guarantee that the funds will achieve their investment goals. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably, in response to many factors, including a company's historical and prospective earnings, the value of its assets, general economic conditions, interest rates, investor perceptions, and market liquidity.
Large-capitalization companies tend to have more stable prices than small- or mid-capitalization companies. But are still subject to equity securities risk and their prices may not rise as much as the prices of companies with smaller market capitalizations. Mid-capitalization companies may be subject to greater price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Small- capitalization companies may be more susceptible to liquidity risk and price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Growth companies have the potential for above-average or rapid growth. but may be subject to greater price volatility risk than investments in undervalued companies. Value companies are those that are thought to be undervalued and perceived as trading for less than their intrinsic values.
Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.
Foreside Financial Services, LLC, distributor.