Aristotle Capital Boston Named 2017 Small- to Mid-Cap Equity Manager of the Year by Emerging Manager Monthly

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

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LOS ANGELES & BOSTON--()--Aristotle, which manages more than $14 billion* in assets, today announces that Aristotle Capital Boston, LLC (Aristotle Boston) was named the 2017 Small- to Mid-Cap Equity Manager of the Year by Financial Investment News Emerging Manager Monthly.

Financial Investment News is one of the industry’s leading providers of information, news and data to sales, marketing and client service professionals working in U.S. institutional asset management. The award categories are domestic all-cap, large-cap, mid-cap, small- to mid-cap and small-cap equity; international equity and domestic fixed income. To be eligible for the awards, managers must have submitted 2016 year-end data to Informa PSN by January 27, 2017, have less than $2 billion in assets under management, at least $10 million in product assets and have 2016 full-year performance figures as well as 2015 year-end product asset information. Across all categories, 308 products were considered for the awards. The three finalists in each group were selected using a quantitative screening process, and the seven winners, one for each category, of the 11th Annual Emerging Manager Monthly Awards were selected by a highly respected pool of industry experts.

The Aristotle Boston team has been part of the Aristotle family of affiliates since late 2014 and is led by Dave Adams, CFA and Jack McPherson, CFA, who have worked together since 2006. Each portfolio manager has more than 27 years of industry experience. The Boston-based team manages Small Cap and Small/Mid Cap equity strategies, which totals approximately $1.7 billion in assets under management as of March 31, 2017. Aristotle Boston is focused on value-added strategies. It constructs portfolios with diversified companies that it believes are of high quality and purchased at discount to their intrinsic values.

“We are honored to be recognized for pursuing our passion, which is investing in small and mid-cap companies,” said Dave Adams. “Aristotle’s well-crafted platform allows us to concentrate on in-depth company research, which we pair with a long-term investment horizon, so we can develop a quality-oriented portfolio in an effort to deliver alpha to our clients.”

The Emerging Manager Monthly award can be found here. To learn more about Aristotle Boston’s thoughts on the small and mid-cap sectors, please visit Aristotle Boston AssetTV.

About Aristotle

With offices in Los Angeles, Newport Beach, Boston and New York, Aristotle is a family of employee-owned investment management firms that, as of March 31, 2017, collectively managed more than $14 billion* 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 its distinct teams of investment professionals are able to focus on what they do best—seeking to add value to client portfolios. The company’s support infrastructure includes shared services, such as trading, compliance, operations and distribution. Please visit www.aristotlecap.com for more information.

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 Form ADV Part 2, which is available upon request.

*As of March 31, 2017, the assets under management for each Aristotle affiliate was as follows: Aristotle Capital Management, LLC $12,075.1 million; Aristotle Capital Boston, LLC $1,700.3 million; Aristotle Credit Partners, LLC $386.4 million; and Aristotle Atlantic Partners, LLC $26.4 million.

Disclosures:

*The opinions expressed herein are those of Aristotle Capital Boston, LLC (Aristotle Boston) and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Aristotle Boston reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Past performance is not indicative of future results. Returns are presented gross and net of investment advisory fees and include the reinvestment of all income. Gross returns will be reduced by fees and other expenses that may be incurred in the management of the account.

The rankings shown may not be representative of an individual client’s portfolio because it is based on composite performance of the advisor’s strategy and is not indicative of the adviser's future performance.

Emerging Manager Monthly focuses on the emerging manager space. Since its founding in 2006, the publication has been a resource for this sector of the market. Emerging Manager Monthly focuses on investment manager search leads, industry trends and investor profiles that assist small, boutique asset management firms in learning about, understanding and succeeding in the institutional asset management space while also highlighting emerging managers and their strategies for asset allocators looking to access undiscovered managers.

The seven winners of the 11th Annual Emerging Manager Awards were selected from compiling the selections from a highly-respected pool of industry experts. The award categories are domestic all-cap, large-cap, mid-cap, small- to mid-cap and small-cap equity; international equity and domestic fixed income. Each winner was competing with two other finalists in their category. Finalists were selected using a quantitative screening process utilizing data from Informa PSN. In all, 308 products were considered for the awards. To be eligible for the awards, managers must have submitted 2016 year-end data to Informa PSN by January 27, 2017, have less than $2 billion in assets under management, at least $10 million in product assets and have 2016 full-year performance figures as well as 2015 year-end product asset information.

Aristotle Capital Boston, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aristotle Boston, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request. ACBL-17-129.

Contacts

Aristotle
Robert R. Womack, Jr.
Managing Director
310.478.4005
rwomack@aristotlecap.com
or
Financial Profiles, Inc.
Tricia Ross
Senior Vice President
310.622.8226
tross@finprofiles.com

Contacts

Aristotle
Robert R. Womack, Jr.
Managing Director
310.478.4005
rwomack@aristotlecap.com
or
Financial Profiles, Inc.
Tricia Ross
Senior Vice President
310.622.8226
tross@finprofiles.com