CORRECTING and REPLACING CAPTION Aristotle Adds To Investment Team; Launches Newly Acquired Small Cap and Small/Mid Cap Strategies

Two portfolio managers and four research analysts from Eagle Boston Investment Management to manage equity strategies at Aristotle

Portfolio Managers Jack McPherson, CFA and Dave Adams, CFA of Aristotle Capital Boston. (Photo: Business Wire)

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CORRECTION...by Aristotle Capital Management, LLC

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The release reads:

ARISTOTLE ADDS TO INVESTMENT TEAM; LAUNCHES NEWLY ACQUIRED SMALL CAP AND SMALL/MID CAP STRATEGIES

Two portfolio managers and four research analysts from Eagle Boston Investment Management to manage equity strategies at Aristotle

Aristotle Capital Management, LLC and its affiliates (“Aristotle”), a diversified asset management group serving institutional and high net worth clients, today announced the formation of its new affiliate, Aristotle Capital Boston, LLC (“Aristotle Boston”). Dave Adams, CFA and Jack McPherson, CFA have joined as Portfolio Managers, along with Mark Babka, CFA, Todd Grady, Jeffrey Smith, CFA, and James Healy as Research Analysts. The team will manage Small Cap and Small/Mid (“SMID”) Cap equity strategies and be based in Boston, Massachusetts.

Aristotle Boston is the latest investment platform spearheaded by Richard S. Hollander, Chairman of Aristotle. Last year, Aristotle Credit Partners, LLC was formed to provide value-oriented credit strategies, including High Yield Bonds, Bank Loans, Investment Grade Corporate Credits and Custom strategies. Mr. Hollander has partnered with numerous investment teams since 1992 including MetWest Asset Management (Credit strategies), Post Advisory Group (High Yield and Distressed Debt strategies), West Gate Horizons Advisors, LLC (Collateralized Loan Obligations and Bank Loan strategies), MetWest Securities (Short Term Investment Grade strategies), and the equity-focused entity, Aristotle Capital led by industry veterans Howard Gleicher, CFA and Gary Lisenbee.

The Aristotle Boston team comes from Eagle Boston Investment Management where Messrs. Adams and McPherson co-managed the strategies totaling $1.3 billion as of yearend 2014. The duo joined Eagle Boston in 2006 and each has more than 24 years experience as a portfolio manager and research analyst, respectively. The team joined Aristotle effective December 31, 2014.

“We are pleased to welcome Dave, Jack, and the entire Boston team. This expansion into Small and SMID Cap equity strategies was strategically considered with a focus on investment expertise, cultural fit and the goal of offering more investment opportunities to our clients. These additional strategies match our overarching investment philosophy, in an effort to provide long-term client value,” said Richard S. Hollander, Chairman of Aristotle. “Our new colleagues share our deep passion for an entrepreneurial environment that is committed to acting with integrity, focused on a disciplined investment process, and delivering excellent client service.”

"The team was carefully chosen based on its investment philosophy, portfolio management and research expertise, which dovetails well with our broader investment-driven, client-focused approach,” said Gary Lisenbee, Co-CEO and Co-Chief Investment Officer of Aristotle Capital. “We believe that Small and SMID Cap equity strategies offer excellent long-term investment opportunities, and this addition will provide our clients access to a broader range of investment solutions. The team’s focus on striving to seek hidden value and misunderstood, mispriced businesses aligns well with our fundamental investment approach at Aristotle.”

“Jack and I believe that Aristotle is the optimal partner for us to continue to add value for our clients. It is an employee-owned firm with broad-based ownership, which has a strong commitment to clients, past history in building successful teams and infrastructure, and a passion for investing,” said Dave Adams, Portfolio Manager at Aristotle Boston. “Aristotle maintains a collegial culture despite considerable and growing assets under management. Here, we can continue to focus our full efforts on research and portfolio management, while working with professionals that are supportive and collaborative.”

Prior to Eagle Boston, Messrs. Adams and McPherson both served as vice president, portfolio manager and head of small cap investing at another Boston-based investment manager. Both executives hold the CFA® charterholder designation. Mr. Adams earned a master’s degree in finance from Boston College and Mr. McPherson earned an MBA from Babson College.

About Aristotle and its Affiliates

With offices in Los Angeles, California, Newport Beach, California, and Boston, Massachusetts, Aristotle is a diversified group of investment management firms with a unique and highly disciplined approach focused on investing in what we believe to be high-quality companies. Aristotle and its affiliated companies total 84 professionals and $12.0 billion in assets under management as of yearend 2014. Investment decisions are based on our investment teams’ long collective experience, in-depth fundamental research and our ability to assess and act on change. Aristotle Capital and its affiliates offer multiple investment solutions including Value Equity, International Equity, Global Equity, Small Cap Equity, Small/Mid Cap Equity, Global Opportunities, and value-oriented credit strategies, including High Yield Bonds, Bank Loans, Investment Grade Corporate Credits and Custom strategies. Our clients include public and ERISA funds, corporations, foundations, endowments, Taft-Hartley, charitable organizations and high net worth individuals. Please visit http://www.aristotlecap.com for more information.

Aristotle Capital Management, LLC and Aristotle Capital Boston, LLC are each 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 of Aristotle Capital Management, LLC and Aristotle Capital Boston, LLC, including their investment strategies, fees and objectives can be found in their respective Form ADV Part 2, which is available upon request.

Contacts

Aristotle Capital Management, LLC
Robert R. Womack, Jr., 310-478-4005
Managing Director
rwomack@aristotlecap.com
or
Financial Profiles, Inc.
Tricia Ross, 310-622-8226
Senior Vice President
tross@finprofiles.com

Contacts

Aristotle Capital Management, LLC
Robert R. Womack, Jr., 310-478-4005
Managing Director
rwomack@aristotlecap.com
or
Financial Profiles, Inc.
Tricia Ross, 310-622-8226
Senior Vice President
tross@finprofiles.com