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Aristotle
Aristotle/Saul

Small/Mid Cap Equity Fund

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

Class A
ARAHX
Class C
AISHX
ria
Class I-2
AIHHX
Class I
ARIHX

Produced by MSCI ESG
Research as of 12/31/2023

Morningstar Medalist RatingTM  (Class I)

Analyst Driven: 100%  I  Data Availability: 100%
Analyst Driven: 100%
Data Availability: 100%
Medalist Rating as of September 26, 2023

Morningstar Medalist RatingTM  (Class I)

Analyst Driven: 100%  I  Data Availability: 100%
Analyst Driven: 100%
Data Availability: 100%
Medalist Rating as of September 27, 2023

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 224 Bank Loan Funds
3-Year Rating
Out of 224 Bank Loan Funds
5-Year Rating
Out of 215 Bank Loan Funds
10-Year Rating
Out of 177 Bank Loan Funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 535 Short-Term Bond funds
3-Year Rating
Out of 535 Short-Term Bond funds
5-Year Rating
Out of 495 Short-Term Bond funds
10-Year Rating
Out of 357 Short-Term Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 568 Intermediate Core-Plus Bond funds
3-Year Rating
Out of 568 Intermediate Core-Plus Bond funds
5-Year Rating
Out of 536 Intermediate Core-Plus Bond funds
10-Year Rating
Out of 375 Intermediate Core-Plus Bond funds

Morningstar Ratings (Class I) based on risk-adjusted returns as of 12/31/23

Overall Rating:
Out of 322 Multisector Bond funds
3-Year Rating
Out of 322 Multisector Bond funds
5-Year Rating
Out of 267 Multisector Bond funds
10-Year Rating
Out of 163 Multisector Bond funds

INSIGHTS AND INVESTMENT IDEAS

Related Commentary on Corporate Credit
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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 long term 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
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