Aristotle

Small Cap Equity Fund II

Seeks to maximize long-term capital appreciation while mitigating risk relative to the benchmark over multi-year periods.

Class A
ARABX
Class C
AISBX
ria
Class I-2
AIBBX
Class I
ARIBX

Produced by MSCI ESG
Research as of 6/30/2023

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 230 Bank Loan Funds
3-Year Rating
Out of 230 Bank Loan Funds
5-Year Rating
Out of 221 Bank Loan Funds
10-Year Rating
Out of 160 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 525 Short-Term Bond funds
3-Year Rating
Out of 525 Short-Term Bond funds
5-Year Rating
Out of 477 Short-Term Bond funds
10-Year Rating
Out of 347 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 6/30/23

Overall Rating:
Out of 552 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 552 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 518 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 368 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 7/31/23

Overall Rating:
Out of 311 Multisector Bond funds
3-Year Rating
Out of 311 Multisector Bond funds
5-Year Rating
Out of 260 Multisector Bond funds
10-Year Rating
Out of 160 Multisector Bond funds

INSIGHTS AND INVESTMENT IDEAS

Related Commentary on Corporate Credit
No items found.
No items found.
No items found.
No items found.

Fund Snapshot

An Experienced Team

The portfolio managers have been managing small cap portfolios together since 2002 and are supported by an experienced research team of 4 analysts averaging over 20 years industry experience.

A Disciplined Risk-Minded Approach

The team's focus on high quality companies with sustainable free cash flows and strong balance sheets that are trading at meaningful discounts to our estimate of their intrinsic value inherently provides better downside protection. Additionally, targeting companies we believe to have 3 to 4 times upside potential versus downside risk and avoiding companies with binary fundamentals and poor capital structures provides an additional layer to protect clients’ capital in down markets.

A Diversified Portfolio with a Long-Term View

We believe that long-term business fundamentals ultimately determine company equity values and a patient, disciplined investment approach gives us the best opportunity to own great companies at attractive price levels while seeking to generate longterm alpha for our clients.

Investment Management

Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Aristotle Investment Services, LLC is the manager of Aristotle Funds' Multi-Asset Funds. It relies on three core principles to guide its investment decisions: a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.
Dave Adams, CFA
33 years of investment experience
Jack McPherson, CFA
35 years of investment experience
Sub-adviser: Aristotle Capital Boston, LLC
Investment Adviser: Aristotle Investment Services, LLC
Scroll horizontally to view tables
Please Upgrade Your Browser.

Unfortunately, Internet Explorer is an outdated browser and we do not support it. To have the best browsing experience, please upgrade to Google Chrome, Firefox or Safari.

Upgrade