LOS ANGELES & BOSTON--(BUSINESS WIRE)--Aristotle, a family of affiliated, employee-owned investment management firms managing $10.2 billion* in equity and fixed income strategies, announced today the launch of the Aristotle Small Cap Equity Fund. This fund will be managed by Aristotle Capital Boston LLC. The objective of the Fund is to seek long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets in equity securities of small capitalization companies. The institutional, no-load share class will trade under the symbol ARSBX.
Dave Adams, CFA and Jack McPherson, CFA (who have worked together for 13 years) are Portfolio Managers responsible for the day to day management of the Aristotle Small Cap Equity Fund. The team is based in Boston and manages the small cap and small/mid (“smid”) cap equity strategies for Aristotle. In selecting investments for the Fund, Aristotle employs a fundamental, bottom-up approach, identifying what it considers to be high-quality businesses that are undervalued by the market relative to what Aristotle believes to be their fair value.
“Jack and I have had a passion for investing in small cap companies for decades,” said Dave Adams, Portfolio Manager at Aristotle. “We believe in-depth company research paired with a long-term investment horizon and a diversified, high conviction portfolio is the best approach to identify investment opportunities and seek to attain capital preservation and long-term value accretion for our investors.”
“Dave, Jack and the rest of the Boston research team joined the Aristotle family of affiliates at the beginning of the year. They all share our investment-driven, long-term oriented, fundamental approach,” said Gary Lisenbee, Co-CEO and Co-Chief Investment Officer of Aristotle Capital. “The roll-out of the Aristotle Small Cap Equity Fund is a natural next step as we continue to strive to provide the broadest range of investment solutions across our platform.”
Dave and Jack have 25 years and 27 years of investment experience, respectively. Prior to Aristotle, they were both Managing Directors and Portfolio Co-Managers at Eagle Boston Investment Management (“Eagle Boston”) and also managed the Eagle Boston Small Cap Core Value Fund. Mr. Adams holds a Bachelor of Science degree in Finance and Economics and a Master of Science degree in Finance from Boston College and is a CFA® charterholder. Mr. McPherson holds a Bachelor of Science degree in Finance from Northeastern University and an MBA from Babson College and is a CFA® charterholder.
With offices in Los Angeles, California, Newport Beach, California, and Boston, Massachusetts, Aristotle is a family of affiliated, employee-owned investment management firms that collectively manage $10.2 Billion in AUM across equity and fixed income strategies as of September 30, 2015*. Aristotle attracts and retains talented investment professionals through a culture deliberately focused on research, investment management and client success.
Aristotle offers multiple investment solutions including value equity, international equity, global equity, small cap equity, small/mid cap equity, global opportunities, and value-added credit strategies, including high yield bonds, bank loans, investment grade corporate bonds and other custom strategies. Our clients include public and ERISA funds, corporations, foundations, endowments, Taft-Hartley, charitable organizations and high net worth individuals.
Our 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. Our infrastructure includes such areas as: compliance, distribution, trading, operations, client communications and marketing.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, and Aristotle Capital Boston, 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 the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.
*As of September 30, 2015, Aristotle Capital Management, LLC had approximately $8.6 billion under management, Aristotle Capital Boston, LLC had approximately $1.2 billion assets under management, and Aristotle Credit Partners, LLC had approximately $0.4 billion assets under management, respectively.
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of capital. Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees, all of which are more described in the fund’s prospectus. Small companies carry additional risks because their earnings and revenues tend to be less predictable, and their share prices more volatile than those of larger, more established companies. The shares of smaller companies tend to trade less frequently that those of larger, more established companies, which can adversely affect the pricing of these securities and the fund’s ability to sell these securities.
Please consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus or summary prospectus that contains this and other information about the Fund is available by calling 1.866.661.6691 or visit aristotlefunds.com and should be read carefully prior to investing.
The Aristotle Small Cap Equity Fund is distributed by IMST Distributors, LLC. Aristotle Capital Boston, LLC is the Investment Advisor.