LOS ANGELES & NEW YORK--(BUSINESS WIRE)--Aristotle, a family of employee-owned investment management firms managing in excess of $12.8 billion* in equity and fixed income strategies, today announces the launch of Aristotle Atlantic Partners, LLC (Aristotle Atlantic). Aristotle Atlantic, based in New York City, is an investment management firm focused on Large Cap Growth and Large Cap Core domestic equity strategies. The team at Aristotle Atlantic was formerly at Deutsche Asset Management and will be led by Mr. Joseph Benevento and Mr. Owen Fitzpatrick, CFA and supported by five equity research analysts.
Mr. Benevento, previously Chief Investment Officer of the Americas at Deutsche Asset Management, where he oversaw equity, fixed income, multi-asset, currency and commodity strategies, joins Aristotle Atlantic as Chief Investment Officer. He was a member of the Deutsche Asset Management, Americas Asset Management Executive Committee and Deutsche Bank’s Global CIO Executive Committee and brings 27 years of portfolio management, risk management and industry experience to Aristotle. Mr. Benevento provides management oversight and is also a Managing Director and a member of the Executive Leadership team at Aristotle. Mr. Fitzpatrick, previously Head of the U.S. Equity Platform and Lead Portfolio Manager for a number of Deutsche Asset Management equity strategies, is Lead Portfolio Manager overseeing the Large Cap Growth and Large Cap Core domestic equity strategies at Aristotle Atlantic.
Mr. Thomas Hynes, Jr., CFA and Mr. Brendan O’Neill, CFA share in portfolio management responsibilities and also serve as research analysts. They are joined by Mr. Nicholas Daft, Mr. Walter Holman, CFA and Mr. Jaimin Soni, all of whom also serve as research analysts. Mr. Benevento, Mr. Fitzpatrick and the majority of the team have worked together for approximately a decade.
“We are excited to welcome Joe, Owen and their analyst team into the Aristotle family. We carefully choose highly experienced and stable teams that have a demonstrated track record of providing investment benefits to clients. Joe, Owen and their analyst team fit our model perfectly. We believe the team will thrive in our carefully crafted environment,” said Mr. Richard S. Hollander, Chairman of Aristotle.
“We believe Aristotle is an excellent long-term partner for us,” said Mr. Fitzpatrick, Lead Portfolio Manager at Aristotle Atlantic. “We like that it is an employee-owned firm where our incentives are completely aligned and where every colleague has a strong commitment to the firm’s clients. Aristotle’s past history of building successful teams, its stellar industry reputation, excellent infrastructure and passion for true, active equity investing is a perfect environment for our team, and we expect it to benefit our clients.”
“I look forward to being a member of the management team and instrumental in Aristotle’s continued global expansion,” said Mr. Benevento. “I strongly believe in Aristotle’s primary mission of helping clients achieve their investment goals. It is exciting to be part of such a robust and high quality organization.”
With offices in Los Angeles, Newport Beach, Boston and New York, Aristotle is a family of employee-owned investment management firms that, as of November 30, 2016, collectively managed more than $12.8 billion* in assets under management across equity and fixed income strategies. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.
Aristotle’s experienced corporate leadership team oversees a centralized support infrastructure to ensure that our distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, and Aristotle Atlantic Partners, LLC are affiliated organizations. Each is an independent investment adviser separately 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 investment strategies, fees and objectives, can be found in their respective Forms ADV Part 2, which are available upon request.
*As of November 30, 2016, the assets under management for each Aristotle affiliate was as follows: Aristotle Capital Management, LLC $10.96 billion; Aristotle Capital Boston, LLC $1.46 billion; and Aristotle Credit Partners, LLC $0.38 billion.