U.S. Equity
We specialize in equity portfolio management for institutional and individual clients worldwide. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.
Benefits
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 help 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.
Our Funds
Aristotle Capital Boston, LLC
Aristotle Capital Boston, LLC is a privately owned, registered investment adviser that specializes in equity portfolio management for institutional and individual clients worldwide.
Aristotle Capital Boston manages Small Cap Equity II Fund and Small/Mid Cap Equity Fund strategies. We are one of five independent investment teams that collectively operate under a unified platform known as Aristotle. Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals.
Investment Philosophy
Our investment strategy focuses on four principles:
Invest in Companies with Strong Fundamentals
We conduct bottom-up fundamental analysis to identify businesses that can create shareholder value.
Identify Management Teams that Can Create Shareholder Value
We search for underfollowed, misunderstood and/or out of favor companies with a high probability of fundamental improvement.
Protect Capital Through a Disciplined Risk-Minded Approach
We seek to protect capital by avoiding companies with binary fundamentals, expensive valuations and low quality balance sheets.
Portfolio Managers
The U.S. Equity Funds portfolio management and research group is a cohesive team of professionals with an average of 20 years of experience.
Dave Adams
33 years of investment experience
Jack McPherson
35 years of investment experience
About Principal Risks
There is no guarantee that the funds will achieve their investment goals. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably, in response to many factors, including a company's historical and prospective earnings, the value of its assets, general economic conditions, interest rates, investor perceptions, and market liquidity.
Large-capitalization companies tend to have more stable prices than small- or mid-capitalization companies. but are still subject to equity securities risk and their prices may not rise as much as the prices of companies with smaller market capitalizations. Mid-capitalization companies may be subject to greater price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Small-capitalization companies may be more susceptible to liquidity risk and price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Growth companies have the potential for above-average or rapid growth. but may be subject to greater price volatility risk than investments in "undervalued" companies. Value companies are those that are thought to be undervalued and perceived as trading for less than their intrinsic values.
Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.
Foreside Financial Services, LLC, distributor.
