Aristotle Capital Management, LLC Profile
Aristotle Capital Management is an investment management firm established in 1959. The company is currently based out of Los Angeles and has another office in Orange County. Aristotle Capital Management is an “innovative research boutique,” adhering to its investment philosophy centered on identifying high quality businesses, analyzing businesses with a global perspective, investing with a long term view, and constructing focused portfolios. The company utilizes a fundamental analysis with a bottom up investment approach. Aristotle Capital Management invests in various public equity and fixed income markets on a global scale, focusing on the value stocks of companies and benchmarking its performance against the Russell 1000 Value, S&P 500, and MSCI World indexes. The company’s asset allocations are widely diverse with investments in the information technology, consumer discretionary, finance, consumer staples, industrials, health care, utilities and telecommunications, and materials sectors, in order of decreasing allocation. Aristotle Capital Management currently has 59 employees with 8 investment professionals and 9 broker dealer representatives. The company holds over $9 billion in assets under management across over 1,600 accounts with all but 4 of its accounts being discretionary. Although its total number of accounts has decreased from its 1,300 amount four years ago before increasing to its current amount today, its total assets under management has been steadily increasing, growing from $1.6 billion back in 2010 to experience more than a fivefold growth. The company mainly caters to individuals, which alone makes up almost half of its client base, and also provides for high net worth individuals, investment advisors, state or municipal entities, corporations, pooled investment vehicles, investment companies, charities, and pension and profit sharing plans, among others, in order of decreasing clientele. Aristotle Capital Management’s mutual fund offerings currently includes its International Equity Fund and Aristotle/Saul Global Opportunities Fund, and the company also acts as a subadvisor for various funds such as the Harbor Large Cap Value Fund and ABN AMRO Aristotle US Equities Fund.